Settings and activity
6 results found
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36 votes
Kristy Adams
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467 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
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40 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
Kristy Adams
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13 votesKristy Adams
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253 votes
Hi team, we totally get how bulk updating amounts on repeating invoices would help speed up the process and accuracy in amounts going out for regular customer sales.
Our product team is beginning to explore repeating invoices and the future of how we support these type of regular transactions. As part of this they're carefully considering popular ideas that have been raised by our community. We’ll come back to share further updates, once they’ve got a good handle on where this works stems.
Kristy Adams
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118 votesKristy Adams
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If it is possible for it NOT to auto-save with no contact entered, why can’t there be programming on the backend for a toggle option to be “off” to ignore the Contact field until it’s been saved!
This is driving me nuts!!! I changed a Draft Invoice a Staff Member created before printing to PDF, "so I had a record of it" but because it auto-saves now, I can't see what it was before!!!!!! I don't understand how so many people are requesting this (I came here to vote on it) and this is being ignored.