Settings and activity
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108 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
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Abbey Midolo
commented
Also when creating an invoice from quote, can we have an approved button, instead of emailing and approve - like before, because when we turn a quote into an invoice it is because payment has been received - these are not two separate transactions
An error occurred while saving the comment Abbey Midolo
commented
Also in the customer details at the top of the screen - the phone number to appear as before please - so when you need to speak to the customer the details are all there, saves time wasting jumping to the other screen
An error occurred while saving the comment Abbey Midolo
commented
I'd like to see the time stamp for invoices sent like the old system had - This was a great way to ensure we had sent our invoices
Also - with the dates in the invoicing screen - can the drop down calendar just come up, like it was before, as well as all the other options - just easier to click on the date. I get the 7day and 14days is handy but having to click a separate screen every time is just time wasting.