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  1. New Invoicing - Add Payment details on invoice screen

    61 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Dean Mansbridge commented  · 

    I would love the ability to record a payment at the same time as creating the invoice in the first place?
    To explain, I provide a service for a client and they pay up front. I then have to create an invoice and the "Approve & Email" is a great feature BUT no good in this instance as I have to record the payment first. Once doing that it's not as intuitive to email a copy of the invoice.

    Ideally, we need an "add payment" step below adding line items so it flows easily and/or drop down feature on the invoicing screen please. This would make creating an already paid invoice WAY easier.

    Fanks. 👍🏼

    Dean Mansbridge supported this idea  · 

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    84 votes

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    submitted  ·  37 comments  ·  For small businesses » Business features  ·  Admin →
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    Dean Mansbridge supported this idea  ·