Settings and activity
127 results found
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32 votes
Derek Middleton
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14 votesDerek Middleton
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497 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Derek Middleton
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23 votes
An error occurred while saving the comment Derek Middleton
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Repeating Invoice Reference is too short. When I open the repeating invoice screen, and I have a client that has different services, I cannot read the full reference description.
Derek Middleton
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867 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Derek Middleton
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43 votesDerek Middleton
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3 votesDerek Middleton
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Yes, this would be great value for my clients to see all services available and they can choose which services they would like to take at that moment. The items that have chosen should calculate to the final quote value. Those that are deselected should be great out.
This will allow the clients to see what services are available and to create their own custom package.
Thanks