Settings and activity
3 results found
-
12 votes
Hi community, we have an improvement in the works that once implemented, should help with the efficiencies you're after here.
We're developing the ability to drag contents of a field in one row up or down a column within your invoices. This means once released, when editing your invoices once you select the tracking option in one row you'll be able to drag this down the column, saving you from having to click into and selecting the option on each row.
I'll come back to share once this is released so you can begin using it asap. 🙂
An error occurred while saving the comment 
Jade Bentham
supported this idea
·
-
11 votesJade Bentham
supported this idea
·
-
215 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.
Jade Bentham
supported this idea
·
Please can we add a auto fill to the tracking categories on invoices...?
We track revenue line items via Client tracking. Before the new invoice roll-out, I was able to click in the tracking category box on the drafted invoice, and the client name would automatically fill.
However, with the new invoicing I have to manually type and search for client to add to each line item...!
It would much more useful and time efficient, if we were able to select the client and then drag and drop the client name down all line items of the invoice, similar to a spreadsheet. Or auto fill as before!
I have default tracking categories for individual contacts, however, this doesn't pull through to the drafted invoices.
Appreciate your help with this!