Settings and activity
5 results found
-
22 votes
Hi team, we appreciate wanting a connection between an invoice and a document it's been copied to. While this isn't in our roadmap just atm, we're tracking the support in this here and I'll let you know if there are any updates to share on this.
Joanie S
supported this idea
·
-
16 votes
An error occurred while saving the comment Joanie S
supported this idea
·
-
26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
An error occurred while saving the comment Joanie S
commented
I'm getting concerned as the deadline is approaching with the change to new invoicing. We still aren't able to see where an invoice or quote is copied to or from when the invoice is created. This is imperative for us to be able to see the previous order that it was copied from.
Joanie S
supported this idea
·
An error occurred while saving the comment Joanie S
commented
We aren't able to see exactly what happened to the line item when an edit is made. In classic invoicing we can see exactly what changed in the description.
Also, it isn't linking the invoice or quote that it is copied from or to in new invoicing. This links orders together for us and is a necessity
-
130 votesJoanie S
supported this idea
·
-
105 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
Joanie S
supported this idea
·
This is a pretty big deal for us. Hopefully they can get it resolved prior to retiring Classic