Settings and activity
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5 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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645 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
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- currently you don't know it is wrong until you go to send the invoice email and then you may or may not notice it is out of date and if you only fix it on the email it is still wrong next time.