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New ways to send invoices

Danny11

The recent EAP update includes new ways to send invoices - this is a great addition, but the process is not as straightforward as I would like. When I create an invoice, the 'Send' button will only send the invoice via email by default, with no options to add a new method. To use a different method, I have to 'Preview PDF', then tap the share icon, then select a new method of 'sharing' the invoice - but I'm not sure if that will even register in the app as the invoice being 'sent' unless I click 'send' to email. I would like the option to change the default 'send' method, as I have some clients who like to receive invoices by email, sms, or both.

Status: New

Comments

Joshua22

I agree with this one. It would be great to be able to manually mark an invoice as sent and be able to also provide additional detail as to how it was sent if not inside the app (eg, if it was e-mailed seperately, printed and mailed etc), and also on what date the invoice was manually sent outside the app (for record keeping purposes).
Also, when the e-mailed invoice is sent inside the app, is there a way to track if the customer has opened the e-mail/ invoice?

Susan_Solo

Hi @Danny11 and @Joshua22 -

We agree with you both.

Sending the invoice: it shouldn't be this hard to send the invoice in other ways! We're going to look at how we can tweak those designs to make all sharing options available on the invoice itself.
Tracking what's happening with your invoice: yes! This is coming. We have a few other things we need to finish first, but we will definitely have a section on the invoice where you can see it if was sent, open, paid, and refunded (or a combination of those). I do like your suggestions @Joshua22 about adding manual notes as well.

Please keep these suggestions coming!