Settings and activity
3 results found
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18 votes
Hi everyone, thanks for all the engagement so far. We understand why having a custom email template for deposit could be useful.
The idea is to allow users to create or assign a separate email template for deposit invoices, so messaging and payment terms can be tailored to suit businesses.
We'll continue to track the demand for this idea here.
Kahn Mionnet-Masutti
supported this idea
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125 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
Kahn Mionnet-Masutti
supported this idea
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An error occurred while saving the comment -
544 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Kahn Mionnet-Masutti
commented
Why cant we have our terms and conditions upload automatically with all quotes and invoices
NO BRAINER!!!!!
So many boxes and stuff to click when your in a rush for a simple task
THEY HAVE TO BE THERE FOR ALL CONTACT WITH CLIENTSAnd why dose the discripton box fully light up when you click into the box
When writing up a full quote you can easily delete it without knowing
Drives me mad. Again in a hurry...........
The price box dosnt do it?And I dont feel spell check would go astray
Especially in the email zone
Cheers
Or just a save in invoicing
Not save and close