Settings and activity
23 results found
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28 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Alison Chaffey
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78 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Alison Chaffey
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29 votesAlison Chaffey
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112 votesAlison Chaffey
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11 votesAlison Chaffey
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52 votesAlison Chaffey
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345 votesAlison Chaffey
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32 votesAlison Chaffey
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23 votesAlison Chaffey
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468 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Alison Chaffey
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18 votesAlison Chaffey
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322 votesAlison Chaffey
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8 votes
An error occurred while saving the comment Alison Chaffey
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43 votesAlison Chaffey
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19 votesAlison Chaffey
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5 votesAlison Chaffey
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40 votesAlison Chaffey
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387 votes
An error occurred while saving the comment Alison Chaffey
commented
Please add in a filter or a new section to the 'History and notes' showing the emails sent from the system. Sometimes we customise the email content when chasing payments and I want better visibility of what's been said to customers. This would also highlight the amount of activity and time spent on accounts receivable.
I want to be able to see:
Contact
Recipient Email Address
Sender
Email Subject
Email Body
Sent Date & TimeAlison Chaffey
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68 votesAlison Chaffey
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43 votesAlison Chaffey
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When you create a repeating invoice give the ability to select a specific contact for the invoice.
We have a client who wants invoices for the two services we provide to be sent to different contacts for approval (one to the marketing dept, one to the IT dept). This is a common issue with other larger clients who have budgets assigned to different departments. Sometimes we just put FAO [name] in the reference and they go to a generic accounts email address, but with this client the invoice needs to go to the approver first.
In repeating profiles it would be useful to be able to assign the right contact so that these invoices reach the right person, saving my clients time.