Sales/service dates

Hey Chelle2025

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!

We've opened this one again due to increasing interest! If this is still something you'd like to see included in future updates, make sure to click to vote!

I often do monthly invoices so a service date would be good, the platform I used before had this.

Guys click the vote button of the original post and hopefully this will get added quicker.

Adding a service date needs to be an option for all service providers! My NDIS clients need the service date, and now I lose time each week having to add it in manually. Please add this feature!

Date Completed or Service Completion is a must have for freelancers. Don't understand why such a basic field can't be added to the invoice templates. I suppose it's a way to force you to subscribe to the more customizable accounts.

Hi Chelle2025 , I need dates on my invoice lines as well, so I just type them before adding text. You can save the invoice and come back to it to add more lines as often as you need before (? re-dating and) sending it out. The first line could include text reading "Week ended...", then a new line within the same field with the service details

Hi Mike, I don’t know how to actually do that when I have pre-set codes and services that I pick from a drop-down box. It doesn’t let me type anything extra into it. Because they are a pre-set service with a specific code that is on each line.

Hi Chelle2025 , sorry, I had assumed you were using the service layout. For item layout, you can still add text to the description provided, so adding a date manually is possible, and then consider my other suggestions.

This is being updated due to low engagement (comments & votes) from the community 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.

Hi all… this needs to be an option for all service providers…

I provide multiple services with different rates at different locations per day and have to manually enter a date in each description box plus a service docket no for customers to cross check on their admin side

Previous hard drive version had it in template section….. now its cloud based, many options have vanished