Relation added, but not showing in the purchase or sales contract?

If you added a relation but it does not appear in the purchase or sales contract or any other screen. This is most likely because no address has been added to the relation. To use a relation in the contract or other screen, at least one address must be added to the relation.

The address can be added in the Addresses tab of the relation.

Example of adding an address to a relation

After adding an address, the relation will be available for selection on contract screens. For further information about adding an address visit Addresses.

Other things to check: #

There might be some other things that can hide a relation from the various screens, like:

  • If the hidden checkbox on the relation screen is marked.
  • None of the addresses added have been marked as billing address.
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Updated on October 14, 2024
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FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.