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Invoice Wish List Items from the Profile

The Invoice Wish List Items feature lets you quickly add products from a contact’s Wish List directly onto a new invoice. From the profile, the Wish List tab displays items the contact has saved and selecting them will transfer those products into the invoice so they can be purchased without re‑entering item details.

  1. Open the profile and click the Wish List tab.
  2. Select the checkbox for the item(s) from the Wish List section, then click Add and choose Add Items to Invoice.
  3. Choose either Yes or No to have the items removed from the Wish List after the invoice has been completed.

Invoice Wish List


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