Saving client address question

[topspin]

I go to the 'Invoice' tab and I 'Create a New Invoice'. I enter the client name and address and save the invoice. Is there a way to save the client info into my customer database after having created the invoice?

I'm trying to prevent having to create the customer info before entering a new invoice.

Thanks.

[K Software]

Yes.

Open kBilling's settings (Edit->Settings), click the Invoices tab and check the box called Create/update customers from invoices.

[topspin]

Thank you. I knew there had to be a way to do it. I'd like to suggest one thing though: could you add the phone number field when entering the client info through 'create new invoice'? This would avoid the extra step of having to go into the customer database to enter the phone #.

[K Software]

Yes, I'll probably be adding that sometime in the near future.

The hold up has been window space. There are still a number of people using kBilling at 800x600 screen resolution so that has pretty severely limited the amount of data that can be displayed on a single window (that's what makes me long for the days of old DOS programs!).

I'm considering a move to a minimum window size of 1024x768, which will allow for a *lot* more space for things like phone and fax numbers on the customer tab of the invoice window.

In the meantime I could add those to the Extra tab.. I'll put that on the development list.

[topspin]

Adding it in the extra section would be fine. There is even a bit of room just below the print/email template drop down box. I'm just trying to minimize the amount of steps required to create an invoice and new client. I'm recommending this software to a novice pc user and I'll have to write down a step-by-step procedure for him since he is a bit intimidated by the multitude of options on the screens.

[K Software]

That space is used by the Add Late Fee/ Use Customer Credit buttons - they only show when the invoice is late or the customer has credit, though.

[topspin]

Just checking to see if you've had time to add this field.

[K Software]

No, not yet ;-)

I'm going to finalize the testing of 3.0 and push it out before adding any additional new fields.