Invoices - Ability to show recurring invoices within the Contacts page
Be able to see recurring invoices set up for a client on that client's page. So many times I think to myself "I'm pretty sure I set that up, but did I?" and then I have to go and search in the repeating invoice tab. It would be good to be able to see recurring invoices just on the client page.
Steph van Rossum
shared this idea
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Isaac Bernstein
commented
This would be helpful for me as a real estate property manager with ~200 tenant contacts, all with recurring invoices set up. When reviewing a tenant's account, which I do multiple times per day, I routinely click into the contact, review financial details, then go back to the invoices home page, then into "repeating." Would love to have it all in one place / easier to see all at once!
Feel free to contact me if you need a user interview.
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Rachelle Ruland
commented
I value this suggestion too! I am forever wasting time going back and forth checking I in fact set up the recurring invoice.
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Rachelle Ruland
commented
YESSSSS this would be extremely valuable to me also. Flicking between Sales Overview to search if I set up a recurring invoice yet or not and the Contact is time consuming.
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Suzanne Cornish
commented
This would save so much time and avoid missing invoices