Contact - Ability to set e-invoice as a default
Ability to default a customer for sending via e-invoicing
-
Rachel Paterson commented
100% agree. Also for repeating invoices. And also send the client a notification or alert that the invoice has been sent via e-invoicing.
-
Katie Jenkins commented
A setting on the client under 'sales defaults', 'Always send as an e Invoice', as I have to manually remember to switch the toggle on these select few clients.
-
Accounts Officer commented
Yes! A government customer ours has recently requested E-Invoicing.
Would also be handy to be able to add a default reference to the the invoice -
John Pugh commented
I agree.
If a client agrees to receive future invoices (including repeating invoices) as einvoices the process should be seamless.This suggestion seems a good way to achieve that.
-
Tanya Spence commented
to send an invoice via e-invoicing is currently very clunky and manual. It needs to be better automated and one way to do this is to be able to set e-invoice as a default in the customer contact card, which should then send via this method when bulk sending.