I have one large client who is a parent to multiple subsidiaries. The invoices get sent out by the parent, and the client wants to be able to include the name of the subsidiary on the line-item as well as the salesperson (alternatively truck, driver) used.
I can get part of the way there by having a different branding template for each subsidiary, and communicating this via the Invoice API (BrandingThemeID), and wedging additional information in the description, but it would be much preferable to have this as a proper template field.
Alternatively, the ability to add additional fields that are visible as a column in the invoice editor and available to template (and don't have the limitations of Tracking Categories) would also be a great solution to this problem.
I have one large client who is a parent to multiple subsidiaries. The invoices get sent out by the parent, and the client wants to be able to include the name of the subsidiary on the line-item as well as the salesperson (alternatively truck, driver) used.
I can get part of the way there by having a different branding template for each subsidiary, and communicating this via the Invoice API (BrandingThemeID), and wedging additional information in the description, but it would be much preferable to have this as a proper template field.
Alternatively, the ability to add additional fields that are visible as a column in the invoice editor and available to template (and don't have the limitations of Tracking Categories) would also be a great solution to this problem.