invoice reference default set to account number
I would like to be able to check an option that automatically adds the accout number to the reference field on invoices. This would save a lot of time.
I'm sure there would be options that people would like ot autofill this field so make ot part of the settings
2
votes
A Bridge
shared this idea
Hi 👋 thanks for engaging in the product idea forums. To check, when you say you'd like the Invoice reference to autofill from the account number - would this be the Contact Account Number from their contact record?
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A Bridge
commented
Yes! It would be so helpful