Sometimes, when working on a screen, the contact needed has not been created. This is how to fix that.
- Click "Create new" from the bottom of the select menu
- A new screen will pop up
- Select whether your customer is a Company or an Individual at the top of the screen
- If you want to be able to email invoices it helps to enter an Email address in the record.
- Note: there are some additional fields available: (a-b provide additional information; c-f allow defaults to be set up which apply specifically to that customer)
a. Contact number
c. Payment Terms
f. Email attachment delivery mode
- Save contact