Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
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Alison Thomas commented
This idea is amazing!
Have been through this with support today
My screen isn't big enough to have too many fields displayed that I don't need
Having to unclick what I don't need is wasting time, and I do a lot of invoices -
Mark Roberts commented
There needs to be a default setting for the hide/show fields as others have mentioned changing it on every invoice is a pain. Also the old invoice format used to follow low to high invoice numbers when choosing "approval and view next" It now goes from high to low
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deri jones commented
Yes - setting a Default for all users would help alot. Removes one piece of wasted brain work -having to remember it and click it
Especially for users who only occasionally look at invoices.