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Projects | Quotes & Invoices - Show reference number

Include the option to show the invoice reference, instead of just the number, in the Quotes & Invoices page of the project

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Millena Thiesen shared this idea  ·   ·  Report…  ·  Admin →
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  • TopSpecs Tiling & Stone commented  ·   ·  Report

    Also when saving or printing PDFs of quotes or invoices. The system typically generates a default file name, which needs to save with a reference so you don't have to manually rename the files after saving.

  • Blair Hicken commented  ·   ·  Report

    Projects - Quotes & invoices list view - Include Reference field from quote or Invoice. Currently, the Quotes & invoices live view only shows the quote or invoice number, so getting any information requires 'Opening' the quote or invoice.
    Including the Reference field will provide more information when using this list window without having to click into the document. There is ample space on the existing list to add this information.