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1 vote
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Jacob Clanton
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25 votes
An error occurred while saving the comment Jacob Clanton
supported this idea
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13 votes
Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.
On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here.
As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…
Jacob Clanton
supported this idea
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I deliver to 30 local stores, determine what products need to be stocked and take back products as credits. In the app there is no option to apply credits to the invoice and the final total including credits.