Invoicing - Pin the Contact for entering multiple invoices for the same customer
When entering a number of invoices for the same customer or vendor it would be great not having to reenter the name for each entry. Recommend the ability to "pin" a name for multiple entries under the same name.
2
votes
Kari Kobelka
shared this idea
Hi Kari, we don't have any plans for pinning a contact at present but we're still getting a gauge of interest from your idea here.
For now, you may find it useful to use the Copy to draft invoice option if you know you're entering multiple invoices for a single Contact.
As soon as you enter the contact name, you'll find this selection available from the 3 dot drop menu on an invoice. 🙂
