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  1. 1 vote

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    Thanks for raising this, Andrea — and for clearly outlining how the current placement of the “Email to Client” button is affecting your workflow.

    It sounds like those extra clicks at the final step of a return can really slow things down.

    I’ve moved this idea to Gaining Support so we can gauge wider interest. If this would make a difference for you too, please add your vote or share how you’d like to see it improved — it all helps build the case.

    Andrea Gosney shared this idea  · 
  2. 78 votes

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    Thanks for feeding back on the Client search, Carey. The way that search works for the new client list experience is a little different to the older experience, and partial matching is not a feature with this new search.

    While it's not in our roadmap atm, our team are keen to stay close the support this idea receives and will consider in future planning. I'll share if there are any updates here.

    Andrea Gosney supported this idea  · 
  3. 72 votes

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    Andrea Gosney supported this idea  · 
  4. 235 votes

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    Hi everyone, we'd like to share an update with you all.

    We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.

    We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.

    We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.

    Andrea Gosney supported this idea  · 
  5. 1,435 votes

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    Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.

    As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.

    We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.

    We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.

    Andrea Gosney supported this idea  · 
  6. 24 votes

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     ·  8 comments  ·  Practice tools  ·  Admin →
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    Andrea Gosney supported this idea  ·