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648 results found
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55 votes
Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.
Right now, our team are developing a feature that helps you get paid without you needing to step in.
Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.
Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.
Tiarna Nouwland
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62 votesTiarna Nouwland
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65 votesTiarna Nouwland
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60 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Tiarna Nouwland
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90 votesTiarna Nouwland
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74 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
Tiarna Nouwland
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78 votes
Hi everyone, we appreciate the interest for this idea is growing. Our product teams have reviewed and understand the rational for this.
While it's not something we have roadmapped just yet, I'll make sure to let you know of any news here. Thanks
Tiarna Nouwland
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67 votes
Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.
While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.
Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.
Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks
Tiarna Nouwland
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75 votesTiarna Nouwland
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69 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
Tiarna Nouwland
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77 votesTiarna Nouwland
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85 votesTiarna Nouwland
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69 votesTiarna Nouwland
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76 votesTiarna Nouwland
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91 votes
Hi team, thank you for your support and ongoing engagement in this idea. We understand the benefits some customers would find in being able to add notes or a free text field to invoices so you can add additional detail for your customers.
Being open, this isn't something we have in our roadmap atm, but will continue to consider for future enhancements.
For the time being, a couple of options that may be useful;
- Using only the description field of a line item to add additional details
- For more static messaging you could add the details to the payment advice of a standard template, or
- Add static text with an advanced template editing the template with DOCX
We appreciate this is not the complete solution and will continue to keep a close watch on this idea and share if there are any updates, here.
Tiarna Nouwland
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88 votes
Thanks for your continual support and engagement here, we want to apologise it's taken so long for us to respond.
You’ve explained the need in displaying the related Project name on an invoice clearly and your feedback here is really helpful.
While we don’t currently have this work roadmapped, our product team's looking more broadly at how invoices can include richer information. This idea will be part of that consideration as the work develops.
Though we can’t commit to development of projects on invoices at this stage, we wanted to acknowledge the feedback here and let you know we will make more efforts to share any updates on this idea as that broader work progresses.
Tiarna Nouwland
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85 votesTiarna Nouwland
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78 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
Tiarna Nouwland
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105 votes
Hi team, we appreciate all your feedback here and wanted to share an update as we have a new invoice editor that is being rolled out to all users (already available in NZ, AU, UK and US).
This new editor provides more custom formatting options to help you create invoices that reflect your brand with a side preview so you can instantly see how changes will be shown.
We appreciate that there are additional formatting options that you're asking for here and want to be open that we don't have any plans for providing the ability to edit text formatting in the new editor. We will continue to track votes through this idea and keep an eye on trends so if there are any changes in it's position in the future we can let you know here.
Tiarna Nouwland
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99 votesTiarna Nouwland
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