Settings and activity
2 results found
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22 votes
An error occurred while saving the comment Rachelle Ruland supported this idea ·An error occurred while saving the comment Rachelle Ruland commentedYESSSSS this would be extremely valuable to me also. Flicking between Sales Overview to search if I set up a recurring invoice yet or not and the Contact is time consuming.
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65 votes
Hi all 👋 thanks for sharing this idea and contributing your feedback on how it would help save time and reduce delivery errors. This has all been sent to and considered by our product teams.
I wanted to jump in here to share that this is a feature that our team are looking to develop in Purchase Orders in the long term - there are a few other pieces of work lined up before. We'll shift to Under review and keep you updated of any progress, here.
In the meantime, one way to make the physical address the default delivery address when creating purchases orders is by using a Custom DOCX branding theme, and either use the relevant merge fields, or even enter the default address in plain text on the template. You might then have a separate ‘normal’ theme if you want some orders to go to the Postal…
Rachelle Ruland supported this idea ·
I value this suggestion too! I am forever wasting time going back and forth checking I in fact set up the recurring invoice.