Settings and activity
4 results found
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5 votes
An error occurred while saving the comment -
122 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Lydia Whiteoak
supported this idea
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401 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
An error occurred while saving the comment Lydia Whiteoak
commented
Quote should have the ability to automatically send reminders
Lydia Whiteoak
supported this idea
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72 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
An error occurred while saving the comment Lydia Whiteoak
commented
should be able to archive
An error occurred while saving the comment Lydia Whiteoak
commented
Did some test quotes and now I am stuck with them in Quotes and they are not relevant.
Lydia Whiteoak
supported this idea
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when you go to send the invoice you will see now you have to select for the attachment to be sent with the invoice classic version this was not the case. It is making more work for us as more clicks more time spent invoicing. Can that be fixed?