Louren's avatar
Louren
Contributing User
2 months ago
Status:
Open

Invoice customisation

Is it possible to unlink the Invoice template from the quote template in the sales system settings?  For invoices I use services and items format and for quotes I use services.   This means I have to change formats each time I do an invoice or quote.  Lots of double handling.  Maybe make it an option to link is better.

 

3 Comments

  • Status changed:
    New
    to
    Open

    Hey Louren

    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.

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    2 months ago

    Hey Louren​ 

    Have passed the two ideas on together! I saw and updated your post for quotes over here for other members to vote and add weight to as well, thanks for taking the time to share your suggestions!

  • Louren's avatar
    Louren
    Contributing User
    2 months ago

    Hi AmandaMYOB​ 

    That's awesome, fingers crossed it happens!  Did you also see my Quote customisation idea?  Similar to the invoice issue, but I'm also suggesting the inclusion of wording options e.g. 'GST included' or 'GST excluded' in the pricing.  What do you reckon?