Settings and activity

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  1. 9 votes
    How important is this to you?
    Jessica Anderson shared this idea  · 
  2. 58 votes
    How important is this to you?

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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    Jessica Anderson commented  · 

    Keep it the same as classic invoicing - Go to FILES then select "add to new - Sales invoice". The file then displays on the left hand side so you can input the information from the file and know who you're invoicing.

    You don't always know who the contact is without the 'file' displaying the information on it.

    With New Invoicing, you have to select the contact first and then you can select a file but difficult because it doesn't display on the side for you to know what information to input. Also very difficult when you don't know who the contact is until you see the file.

    Jessica Anderson supported this idea  ·