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  1. Invoices - Add customer's ageing summary under their latest invoice

    4 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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.

  2. New Invoicing - Files - 'View' and 'Delete' UI

    6 votes

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    submitted  ·  2 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    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.