TrishA_WA's avatar
TrishA_WA
Experienced User
5 months ago
Status:
New

Biz Name & invoice notes

Hi 

I’ve set up my first client for today and prepped the invoice for payment (same day) 

My PDF is showing my personal name not my Business Name? 
When setting up the app yesterday using the ABN look up it’s not pulled the biz name but my personal name - so I need to update that?

Also agree with other comments around customising the invoice, I tried to put extra notes (copied in) but completing notes was tricky as it doesn’t allow paste and you can’t view as you type as the keyboard is covering the notes field…

-the cancel and save tabs at the top of the app look skewed 

Other than that its a quick and easy process / will try and join Q&A today 

invoice
Payment
send sms
  • Ben-Solo's avatar
    Ben-Solo
    Admin
    5 months ago

    Hi Trish! 

    Send via mobile
    Just circling back to this one. If everything goes to plan, we should have send/share via mobile ready to go towards the end of this month. As always, developing software doesn't always go to plan but we're working on it! 

    Payment logged in app
    Could you let me know if the payment ended up showing up in your app? I want to make sure Susan_Solo and the rest of the folks here are on it if we need to sort this out for you :) 

    Thanks again and I hope the ponies are well :) 

    • TrishA_WA's avatar
      TrishA_WA
      Experienced User
      5 months ago

      That’s great news and yes I manually added the payment at this stage until that process is automated … 

  • TrishA_WA's avatar
    TrishA_WA
    Experienced User
    5 months ago

    1st Invoice sent and paid by the client on the spot (yay) but because she manually entered the payment info from pdf it’s not yet shown as paid in the app & maybe won’t? Pay now link when enabled will be better.

     

    Also I would like to be able to send the invoice to mobile as 90% of mine are paying on the spot via their mobiles so having to email is clunky and can cause payment delay.