Settings and activity
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10 votes
Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
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John Hugh Williams
supported this idea
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As business owners we have op costs, for my business we get Goverment licenseing, not for profit entry fees, fleet costs, admin costs. A portion of op cost needs to be invoiced to customers. I have 3 - 4 line items I need on an invoice template.
The habit is not always there when having to do it manually, you are processing multiple invoice then you realise, you missing certain items and its too late, you have lost money and your profit is going in the wrong direction.