Settings and activity
12 results found
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330 votes
Erin O'Dwyer
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768 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Erin O'Dwyer
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15 votesErin O'Dwyer
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171 votesErin O'Dwyer
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147 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Erin O'Dwyer
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16 votesErin O'Dwyer
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139 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Erin O'Dwyer
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104 votes
An error occurred while saving the comment Erin O'Dwyer
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74 votesErin O'Dwyer
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38 votes
An error occurred while saving the comment Erin O'Dwyer
commented
Very important and much needed. I need to be able to sort my contacts into specific groups and use this data for our business.
Please add Groups as a field in the contact export downloadErin O'Dwyer
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11 votesErin O'Dwyer
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26 votesErin O'Dwyer
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This is very important and would be incredibly useful, please have this option included.