Settings and activity
4 results found
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67 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
Shane Post supported this idea · -
309 votesShane Post supported this idea ·
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304 votes
An error occurred while saving the comment Shane Post supported this idea · -
108 votes
An error occurred while saving the comment Shane Post commentedNot having this option has forced me to switch back to classic invoicing!
Would be great to have a different default contact for Quotes and Invoices.
Most times the contact you quote is not the same contact that pays the invoice.
Would like to be able to set a Default Contact and Email for Invoices (accounts) and a different Default Contact and email for Quotes.