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5 votes
Brian Ancarrow
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767 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Brian Ancarrow
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17 votes
An error occurred while saving the comment Brian Ancarrow
commented
Another approach might be allowing formatting options within the invoice similar to what was changed in SyncroMSP ticket formatting. Screenshot attached. I do realize this is a huge ask but could be put in line for a future release.
Brian Ancarrow
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3 votes
An error occurred while saving the comment Brian Ancarrow
commented
We sometimes produce very lengthy invoices. We also note the date each item was ordered and received on the invoice (some of our jobs can take over a year to finish). Since there is no column for date ordered or received, we note it in the description. Once a product is received from back order, it would be helpful to search in the ticket description name. e.g. "window ***** handle spring". I've attached an example invoice
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5 votes
An error occurred while saving the comment Brian Ancarrow
commented
We should have options for how long the logout occurs
Brian Ancarrow
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142 votesBrian Ancarrow
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28 votes
An error occurred while saving the comment Brian Ancarrow
commented
Removing payments on invoices over the course of 2 years' ongoing work would be an issue. To summarize, the feature request would be the ability to edit Invoices with auto sales tax on, and payments are applied to the invoice. We are a Custom Hot Rod shop, and it takes a long time to complete a job.
Brian Ancarrow
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27 votesBrian Ancarrow
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There is an important legal distinction between a quote and an estimate. A quote can be legally enforced just like an Invoice. It is VERY important to label an estimate an estimate rather than a quote. I'm getting around this by altering the quote template, but there should be an estimate option within the program to avoid a messy legal fight.