Settings and activity
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27 votes
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Natalie Forsythe
supported this idea
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229 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Natalie Forsythe
supported this idea
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An error occurred while saving the comment Natalie Forsythe
commented
Hi is there any update on the above as this was from march last year? This would be highly useful for our company
Currently you can only remove clients who you don't want to get reminders however for our company it would be easier to pick the clients we do want to get reminders.
This could potentially be done by having reminder settings set for groups in the contacts section. That way we can choose terms for each type of client. This would allow us to change terms for clients that have different reminder requirements. Some clients need daily reminders while others might only need weekly reminders.
Another option may be to have the option when completing the invoice so you can choose when its sent if it will require a reminder once overdue and the specific terms you want to set.