Invoicing - Template invoice including an inventory item
Permanent inventory item on a specific invoice template
For example, we are an automotive repair shop
If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automatically
This would be a great way to save time as well as making sure everything is being charged out correctly
Paul de Kort
shared this idea
Hi Paul, while not a perfect solution, currently you could create and repurpose a Draft invoice for a dummy contact. When you want to create an invoice with this item you'd use the 'Copy to draft invoice' option.
We don't have plans for developing anything that'd accomplish what you're currently asking here. We'll monitor the interest and share if there's any change.
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Alison Warry
commented
It would be really helpful if we could add to the current branding theme. I am trying to set up an invoice based on a certain branding theme so that when someone selects the particular branding theme (ie car servicing) you can populate with the inventory items commonly used for that particular invoice. So, when you select a particular branding theme, it will come up with all the items that may be required. I have set up item codes that would be used when billing and quoting on a particular service. We may not use all of them, but if they are all included and we deleted what we don't need we are more likely to include everything and not miss something.