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Quotes and on-hold invoices require a customer name

Invoice/Quote, Knowledge Base, Process, Setup

In the Invoice/Quote module, when you click Store Transaction to create a Quote or On Hold invoice, a Name value is required. To help you remember, the phrase *Required appears in red above the Name box. If the Name box is empty, you cannot click F12 Store to save the invoice. When you click Recall Transaction, […]

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