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2 results found
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65 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
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101 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
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Mark Williams
commented
Hi,
I have just submitted this as an issue (and received feedback and direction to this page. I must add my support for this function. Whilst I note the ability to add detailed notes/explanation to the 'description' column, this is not ideal and ultimately ends up using a lot of vertical space in an invoice. Nor does it address the need to make comment on individual items on the invoice.
Nor does it allow for formal notes on works outstanding, works to be scheduled, etc. that most normal service provision businesses require.
PLEASE make this a priority. The inability to adjust your invoice template to individual business needs is likely to see businesses like mine looking elsewhere for accounting packages.Mark Williams
supported this idea
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What concerns me is that you state that this is still not on your roadmap at present. A review of the comments here and of most other invoices sent/received by businesses shows that this is a normal practice.
C’mon Zero, make it happen!