Settings and activity
2 results found
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13 votes
Hi Lee, just to make sure I've got this right - When you say you'd like to add the contact first and last name this would be for the person on the Contact record?
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Carmel Cervin
supported this idea
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676 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
Carmel Cervin
supported this idea
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The ability to edit a contact name on the invoice contact edit screen would also be helpful - saves having to close out of the invoice find the client on the contact screen make the edit and then go back to the invoice or statement to send. Would also be helpful to display the contact first name in the invoice contact view so that you can check the contact first name is the correct match - currently you don't know it is wrong until you go to send the invoice email and then you may or may not notice it is out of date and if you only fix it on the email it is still wrong next time.