Settings and activity
4 results found
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111 votes
Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.
Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.
Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.
Daniel Lacroix supported this idea ·
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3 votes
Hey Fanie, thanks for your engagement and for sharing this excellent idea for managing customer payment options.
We've reviewed your suggestion to be able to set specific payment options within a contact's settings, and it's now open to gain support from other community members. We can definitely see how this would save time by removing the need to manually edit each invoice for certain clients, like your international customer example.
Along with votes, others can now comment to share additional detail on how this feature would give them more control and improve their invoicing workflow. 🙂
Daniel Lacroix supported this idea ·
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6 votes
Daniel Lacroix supported this idea ·
An error occurred while saving the comment -
23 votes
Daniel Lacroix supported this idea ·
This is super valuable and it's annoying to do a workaround for this. Please fix!