Settings and activity
65 results found
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8 votes
Ana Labosky
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18 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Ana Labosky
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15 votesAna Labosky
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22 votesAna Labosky
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37 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Ana Labosky
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10 votes
Hi team, thank you for sharing back on this feature and the flows your business have when approving and scheduling payments.
This has been shared back with our product team and while we don't have immediate plans around changes for this view will keep you updated if there is any progress, here.
Ana Labosky
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24 votesAna Labosky
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99 votesAna Labosky
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45 votesAna Labosky
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127 votesAna Labosky
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19 votesAna Labosky
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8 votesAna Labosky
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62 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
Ana Labosky
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66 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
Ana Labosky
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7 votesAna Labosky
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24 votesAna Labosky
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29 votesAna Labosky
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1 voteAna Labosky
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38 votesAna Labosky
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47 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Ana Labosky
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