Sales invoice - Don't auto update email of contact
Is it possible for cash sales/one off payments to chose not to save an email address? Every time I do a one-off cash sale for a new/random customer, the email address automatically saves into the Cash Sale contact file. But the next cash sale invoice is going to a different email address, so while I can input the new email address, the one prior is printed on the invoice! It is getting very tedious having to go into the contact file, delete the previous email address and get back into the new invoice to reprint it every time I do a cash sale - which is a lot!!
It would be great if you could add a prompt that gives you the choice of saving the email address to the client file (or not).
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
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Freya Pieroz commented
@Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.
The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices
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Freya Pieroz commented
@Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?