New Sales Invoices based on billable time are not editable when made in the Customer's tab

When in Customer tab and selecting the amount that is Uninvoiced for a customer and after selecting the records, clicking the button „New Sales Invoice“ the Sales Invoice is gone without being able to edit it to add discount, division etc.

Shouldn’t the Sales Invoice rather open up on the screen for editing when clicking the button, just like when making a new Sales Invoice in the Sales Invoice tab ?

This as such doesn’t matter for a user which has Update user persmission as he can go to the Sales Invoice tab and edit the Sales Invoice, but for a user which has only View, Create user permission, the Sales Invoice is non-accessible.

Also would like to mention that when the button “New Sales Invoice” is clicked in the Customer’s tab, filled out custom fields from the Customers tab don‘t populate into the Sales Invoice like when a new Sales Invoice is made in the Sales Invoice tab.

1 Like

I think this is a good idea.

2 Likes

I think that’s a good idea, too! Any clicks saved is time saved.