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  1. Sales invoices - Option to turn off prompt for allocating available credit

    12 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Melissa Mannen commented  · 

    Would love this turned off. As a matter of principal, we do not allocate credits on behalf of our clients because we don't know what they want the credit allocated to. Best practice is always to wait until the client dictates how they want to use their own credit.

  2. Contact - Ability to set e-invoice as a default

    76 votes

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    submitted  ·  35 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Melissa Mannen commented  · 

    Can this please happen, set in the client profile? It's incredibly tedious to have to toggle the switch at the bottom each time, particularly for multiple invoices.

    Melissa Mannen supported this idea  ·