Settings and activity
2 results found
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9 votes
Hi community, I wanted to revisit this idea and be transparent that currently we don’t have plans to add a default branding theme selection to contact records for purchases.
As an alternative, you can use an advanced branding theme to differentiate between document types. This allows you to download and customise the docx templates for each document type.
Once the customised DOCX files are uploaded and saved, the relevant formatting will be applied whenever you use that branding theme.
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Michelle Dunlop
supported this idea
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108 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Michelle Dunlop
supported this idea
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I'd love this function to be across PURCHASE ORDERS also.