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5 results found
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63 votes
Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team.
I’ll keep you updated on any progress around this idea specifically.
Vanessa Marson
supported this idea
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2 votes
Thanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
Vanessa Marson
supported this idea
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An error occurred while saving the comment Vanessa Marson
shared this idea
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225 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Vanessa Marson
supported this idea
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337 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Vanessa Marson
supported this idea
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720 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Vanessa Marson
supported this idea
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Apologies for the delay in replying. I need the invoice to copy and retain all the data I have inputted on the original, so the contacts, the amounts, the ledgers - everything.
Currently I create the original invoice, which is posted to the P&L ledgers. I then copy that invoice with the same date and change the ledger code to the balance sheet as the income isn't due to the P&L until a future date. I then create a credit note to the P&L ledgers to clear those on the date of the original invoice. I then copy the invoice again, changing the date to the future date when the income is due on the P&L, and code all the lines to the P&L codes. Finally I create a credit note on the same future date to remove the lines from the deferred income on the balance sheet.
I am very happy to have a call with someone and demonstrate this, and to show how the new invoicing simply isn't capable of doing this.