Settings and activity
2 results found
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218 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
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Opo Drainlayers
supported this idea
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223 votes
Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.
In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.
However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.
We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.
An error occurred while saving the comment Opo Drainlayers
commented
Saves confusion when invoice looks the same as the quote
Opo Drainlayers
supported this idea
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We use a summary line quote which is then made into an invoice.
We track our inventory, so when the customer has paid we have to go back in and put all the stock in to take this out of inventory.
This is very time consuming and should be able to be noted in the quote and then taken out of the inventory when the invoice is created, including adding billable items (not showing to the customer) so that the customer still gets the one liner and we have our stock taken out at the time.
The only problem I see is that the stock would need to go out at zero dollars therefore making our average price null and void, but still better than nothing.
Please help, I am getting desperate, 4 months in to my new job.