Terms and Rep fields do not populate correctly when creating an invoice for a customer job.
Legacy KB ID: 1571
Question
Why are the Term and Rep fields populated with the preferences from the Customer rather than the Customer Job?
Answer
If the 'Rep' name and 'Terms' in the Additional Info tab of the job, when adding a Job to a customer, are different from the 'Rep' name and 'Terms' in the Customer preferences, then the 'Rep' name and 'Terms' of the job will not appear on the invoice.
The invoice will only pull the 'Rep' name and 'Terms' from the Customer not the Customer Job.
To workaround this when creating an invoice with a Customer Job where the 'Rep' name and 'Terms' differ to those of the Customer apply the correct 'Rep' name and 'Terms' at the time of entering the invoice.
