A few questions about client management

This topic contains 1 reply, has 2 voices, and was last updated by  patrik 2 months, 3 weeks ago.

  • Author
    Posts
  • #2922

    Russ Michaels
    Free User

    1. If there any way clients to register? If I use the regular WP user registration it does not include any of the additional fields required for invoicing on the registration form.
    2. How do I edit client details. If I go to “users” menu and edit a user from here, all I see is name and username, none of the invoicing fields are here ( company, address etc).

    #2923

    patrik
    Moderator
    Post count: 1180

    1. The information which is required to create an invoice is user ID and email which generally we can get from the WP user registered via any registration form. All other fields will be added once the user checkout for the invoice for the first time.

    2. Those are user’s invoice specific fields. We have considered those fields can be changed per invoice. If you have specific requirements to allow users fields to be edited from the Users menu then you can do that by a bit of customization.

    Regards,
    Patrik

Viewing 2 posts - 1 through 2 (of 2 total)

The topic ‘A few questions about client management’ is closed to new replies, this may be for inactivity, please open a new topic if you have a similar question.