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  1. Contacts - display unpaid invoice on top only under client/contact

    4 votes

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    1 comment  ·  For small businesses » Contacts & communication  ·  Admin →
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    Christina Felsch-Smale commented  · 

    or can you at least make it an option that when I apply on my filter to show 'awaiting invoices' only that it stays like that as default and I don't have to filter it every single time I go to the client/contact page.

    Christina Felsch-Smale shared this idea  · 

  2. Contacts - View all transactions history & notes from contact record

    31 votes

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    submitted  ·  9 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Christina Felsch-Smale commented  · 

    notes added to an invoice are currently not visible in the client's history and notes. To find the note again, the user must know which invoice it was put against.

    Xero Please Do That: All notes related to the client, especially the notes added to an invoice must be visible under the client history and notes. Invoice notes must be visible under the client's history & notes.

    Christina Felsch-Smale shared this idea  · 

  3. History and notes report - Ability to search results by contact on invoice

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Christina Felsch-Smale shared this idea  ·