Settings and activity
6 results found
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11 votes
Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
Melissa Wasgatt
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27 votesMelissa Wasgatt
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3 votesMelissa Wasgatt
shared this idea
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467 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Melissa Wasgatt
supported this idea
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65 votes
Hi team, thanks for your interest and sharing in this idea. We appreciate if you're making manual payments against an invoice and have more than one to apply, why you'd like to remain on that invoice, however we want to be open that this isn't something we have planned right now.
Melissa Wasgatt
supported this idea
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16 votes
An error occurred while saving the comment Melissa Wasgatt
supported this idea
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Any update on this? I just decided to explore this feature, but with ABA and Account combined, not an option at all. NACHA would be ideal as that is universal. No US bank that I'm aware of would accept the current combined format. Silly that they separate it in Financial Details, but then combines in the csv export. I'm moving more of my clients away from writing checks as there is so much check and postal fraud happening. Thank you!