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  1. New Invoicing - Add a Print PDF where you can directly print from the invoice (not download)

    219 votes

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    submitted  ·  24 comments  ·  For small businesses » Business features  ·  Admin →
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    Nicola Wall commented  · 

    I agree with opinions voiced here. I have only ever used the new invoicing but you used to be able to click approve & print which opened the pdf to print, efficient & quick, now following some update at some point it either downloads a copy which I don't want or need so I have to find it, open it & remember to delete it at some point or approve the invoice then click preview once the screen has changed then print...........spend a lot of time waiting for screens to load to print..........this is not an improvement but a serious & time wasting step back......please revert to the old way.

    Nicola Wall supported this idea  · 
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    Nicola Wall commented  · 

    I used to be able to click "approve & print" and it would open a PDF to print but now it downloads it instead so I either have to acknowledge a message, wait for it to download and click on it to open before printing and then clear out my downloads file at the end of they day or approve it, then click preview, wait for it to display then print. There was always an option to download if needed but now you have taken away the ability to quickly print adding time to the whole process - please put it back to what it was or give us an option to print in one click. This is a backwards move.

  2. Quotes - Access to contacts and adding details

    43 votes

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    20 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    Nicola Wall supported this idea  · 
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    Nicola Wall commented  · 

    Quotes - Add contact information.
    It would be really good and time saving if there was the ability to add contact details on the quote screen. At the moment if it is a new contact, once I have done the quote and saved it I then have to open up the contact and select add details.

    With a new invoice all this can be done from the invoice screen, much more sensible and time saving. I have to compile a lot of quotes for new customers and it is a real inconvenience having to either set the contact up as new first or wait till the quote is done and saved and click into the contact and select edit/add details. If it can be done for invoicing then surely it can be done for quotes.