Sales Invoice | List view - Filter by Contact Group
Ability to filter draft invoices by Contact Groups.
We have a large number of customers who are moving toward shared accounting services (ie: centralised payment of our invoices). It would be great to be able to filter draft invoices by the Contact Group, or at the very least be able to see the contact group with the customer name on the draft invoice screen
Paul Bannister
shared this idea
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MARTIN EDGE
commented
I'd agree with this request. Our customers are split between those we have to send invoices out to and those we need to upload onto a portal or are entirely self billing. We use contact groups so we know which process we need to follow with each invoice. Being able to filter from the invoices awaiting payment screen is important to us.
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Anita | Botham's of Whitby
commented
So my request is to have the contact group show on invoices AWAITING PAYMENT thanks
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Anita | Botham's of Whitby
commented
We send invoices from our bakery software, but as many of our customers also use Xero it would be much better to also have a contact group 'Uses Xero' so that I can filter invoices awaiting payment, the relevant dates, and send the Xero version of the invoices to customers.
Currently there is no way to do this. -
Nikki Velinsky
commented
It would be really useful to filter the awaiting payment invoices too, by contact group, for when bulk payments come in.
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Sarah Rodway
commented
More columns available on invoices list to include supplier group
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Sarah Rodway
commented
To be able to filter invoices awaiting payment by supplier group