Settings and activity
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245 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Jeanette Murray
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9 votesJeanette Murray
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It would be helpful if the 'Account' field on draft bills was prepopulated, either from the the last bill for that contact, or from the 'Purchase Account' in the contact default set up. Using the 'add last items' option also populates the description which usually needs to be edited.