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  1. New Invoicing | Files - Ability to attach files before adding contact

    47 votes

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    submitted  ·  17 comments  ·  For small businesses » Business features  ·  Admin →
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    Christine Bending commented  · 

    Totally agree I need to be able to see the attachment first so I can see the customer name to create the invoice

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    Christine Bending commented  · 

    Hi with the classic invoicing my attachment would automatically appear on a split screen now you have to enter the customer account name first . As all my information to create the invoice is on my attachment I now have to manually write down or print off details from the attachment so I know who the customer is . I also agree with other comments that you need to do more clicks for callender and approve buttons etc so in all it is taking me more than double the time it used to take

    Christine Bending supported this idea  ·