Branding - Add Tracking Categories to Invoice Template
Adding tracking categories to a sales invoice template.
-
Andy Carnahan
commented
We heavily use categories for reporting in a not-for-profit with over 20 categories (subcommittees). My invoice templates can have the account to cost to, but to add the categories I have to find and recode EVERY invoice created by our templates after payment to allocate the income to the correct category. Pretty cumbersome when an additional choice in the invoice template would solve this manual re-work/workaround.
-
Jimmy Shankland
commented
Some clients use tracking options for additional reporting facilities as well as using certain tracking categories to appear on their invoices, such Sales Reps or Technicians who have been allocated to a specific job. It would be useful to have those tracking categories [FIELDS] available for use in invoice templates DESIGNS.
-
Soon Heng Wong
commented
this is important especially for those company would like to keep track by the project or salesperson
-
Dariush Mirshafiei
commented
This needs to happen now. When it comes to added additional information to invoices MYOB are leages ahead. Thank you