Curiosa-Tutors's avatar
7 months ago
Status:
ON HOLD

Changes to Improve Invoicing

Change 1 - Default Payment Options Do Not Save For Recurring Invoices
When you set up a recurring invoice there is no option to choose the customers default online "payment options" which means that once the recurring invoice is set up; every time the invoice must be sent out you must manually go into their invoice and change the online payment preferences so that the customer must pay the surcharge instead of the business. Which gets rather irritating when you have dozens of invoices to send.

 

Change 2 - Bulk Delete Of Unnecessary Invoices

With recurring invoices that pop up but there was no work completed that week, the invoices need to be deleted. Now there is a feature to select multiple invoices however the only option once they have been selected is to "Email" them or to "print PDF" them. If there was also a delete button there it would make my life a whole lot easier when having to get rid of invoices.

2 Comments

  • Status changed:
    New
    to
    Open

    Hey Curiosa-Tutors

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea!

  • Status changed:
    Open
    to
    ON HOLD

    Hey Curiosa-Tutors

    This is being updated due to low engagement (comments & votes) in the last 6 months. Please be advised that the idea has still been added to our developer backlog, but it will have less traction getting prioritised without more votes. A further review will happen in another 6 months where we will either close or re-open this idea based on the number of votes accumulated in that time.