The subpanel for the Products and Services Purchased is not populating. I am assuming these auto populate with the Line items of the invoice that is related to the account? I cant seem to get any data to populate. No error reports that i can tell related to this module.
Hi mikebeck, I associated to the Account the Quote with Stage “Delivered” and associating Invoice to the Quote with Status unpaid.
And when I get back to Account it still displays No Data in Products and Services Purchased subpanel. Am I missing something?