Settings and activity
4 results found
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200 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
An error occurred while saving the comment Alexander Sheldon supported this idea ·
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3 votes
Alexander Sheldon shared this idea ·
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210 votes
Alexander Sheldon supported this idea ·
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540 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Alexander Sheldon supported this idea ·
Same for choosing payment account. On classic invoicing I type the amount, tab to date , type the 2 digit date, tab to account, type 1 to 7 to choose the right account, then click add. It annoys me I can't tab to the add payment button and enter it.
Now I have to click add payment to get the useless payment overlay up. Then click three times to enter the date. Then click twice to choose account. Then click and change the amount. It's just so much extra work that is not necessary.