Settings and activity
4 results found
-
3 votes
An error occurred while saving the comment -
14 votes
An error occurred while saving the comment 
almed batlex
commented
The request to show a client’s credit limit and usage on invoice and statement email templates would greatly improve transparency and financial management, allowing both the business and the client to quickly see approved limits and remaining credit directly in communications. Incorporating this feature, as shown in the attached example, ensures clarity and reduces confusion, much like how https://funcolorprints.com/hello-kitty-coloring-pages/ provides a clear, easy-to-access way for fans to enjoy and engage with their favorite Hello Kitty designs.
-
4 votes
An error occurred while saving the comment almed batlex
commented
Adding a customer’s ageing summary directly under their latest invoice would improve clarity and provide immediate insight into outstanding balances without requiring users to switch to separate statements. This enhancement would make invoices more informative and actionable at a glance, similar to how streamlined service pages like https://mountprobrisbane.com/ present all essential details in one place for better user understanding and efficiency.
-
6 votes
An error occurred while saving the comment almed batlex
commented
The new invoicing Files UI presents a clear usability concern, as allowing attachments to be deleted with a single click and placing the delete button directly beside the view option significantly increases the risk of accidental data loss with no recovery option. Reintroducing a confirmation step for deletions, separating the delete action into a secondary menu, and allowing users to click the file name to view—similar to the older invoicing experience—would greatly improve safety and usability, much like how well-structured websites such a https://swisschaletmenupricescanada.com/ prioritize clarity and prevent users from making unintended actions.
Yes, including the Project field on the invoice summary screen would be very helpful for managing project allocations and preventing potential duplicate invoicing. By having the Project field visible, users can quickly verify whether a specific project has already been linked to an invoice, improving accuracy and streamlining workflow. This approach enhances oversight and reduces errors, especially in environments handling multiple projects simultaneously. For reference on effective project and invoice management solutions, you can check examples like https://mypcbottleneck.com/ .