Method Community

When I am adding a new invoice if I need to add a new item, I select the three dotted box under Item. I can add my item just fine on the item entry screen. I save and close that and I'm back to the invoice.

The item description does not show up even after I hit the update button.

Thanks!!

 Hi Phillip,

Once you finish entering the new item(s) you then hit save and close. It then takes you back to the invoice screen where you then have to either click on the drop menu for your new item or you can start typing the name of the new item you just entered. It should then populate your invoice. Then click on the update button. Let me know if this works.