Tori-S's avatar
Tori-S
Partner
11 years ago
Status:
Done

Sales: Add descriptions rather select items

I have been looking into using Essentials for a client and being able to recommend it others.

Most of my clients use Service invoices & so need space to type descriptions rather than items & the ability to show only the description coloum & for some the price coloum on the right.

Essentials Live would be the perfect package if there was the ability to do this.  Most of my clients would like to use Essentials as it is a true live version, where as Accounts right still need a program on a computer to access it and can't be accessed on there smart phones or tablets.

 

Is there anything being released soon that would do this?

 

Kind regards

 

Tori

 

"More options to customise invoices in Essentials"

Sales
T:Cash In

23 Comments

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  • Nigel101's avatar
    Nigel101
    User
    10 years ago
    Hi, I have come from using Account Edge. it would be good to be able to add fields into invoices such as Job number & Job Address.
  • McDiesel's avatar
    McDiesel
    User
    10 years ago

    Hi I have the same issue with essentials and also need to include date for line items as my services are invoiced monthly but clients need to see dates and full description of service performed and when performed. I am using Account right + now. 

  • Suja_P's avatar
    Suja_P
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open
    Thank you for your post and comment. I understand you are looking for the ability to select appropriate layouts or be able to remove columns that are not relevant to the Invoice (like the Item column) and add others like a Date column. We encourage everyone who would like this to please continue to vote and add comments to this idea so it may be considered for inclusion in a future update.
  • ppsmith's avatar
    ppsmith
    User
    10 years ago

    I totally agree.  I have just started using Essentials from years of using AccountEdge Pro where I could customise my invoices, statements, etc.  My clients really don't need to see the item column on their invoices whereas they would prefer to see a date column. 

  • Cubby's avatar
    Cubby
    User
    10 years ago

    A service invoice would make many users & possible new users extrremly happy..!

     

  • McDiesel's avatar
    McDiesel
    User
    10 years ago

    Hi, is this likely to be adopted sometime soon as it is now a new financial year and this is a deal breaker for me  (and I am sure many others).  I am moving to a cloud based system and unfortunately unless I know that this will adopted soon then that system wont be MYOB .  

  • JasonHill's avatar
    JasonHill
    Former Staff
    10 years ago

    Hi McDiesel 

     

    Our development team will be working to allow more flexibility with invoices later in the year. However, if you would like full customisation options we would encourage you to consider AccountRight. You would be able to host your datafile in the cloud and take advantage of all the benefits of online accounting while having all the power and flexibility of desktop software.

     

    All the best,

    Jason Hill
    Community Manager

  • Ponti1215's avatar
    Ponti1215
    Cover User
    10 years ago

    Totally agree there needs to be added flexibility to the customisation of invoices. While there are 5 different layout options with Essentials, you can only modify basic colours & the logo. Can the development team look at a "drag & drop" in browser application for basic modification similar to desktop functionality.

    It would be extremely useful if it were possible to import an external template, say designed with Adobe or a html version & then use the browser app to add the accounting fields to link it with the input variables. 

  • jcelec's avatar
    jcelec
    Cover User
    10 years ago

    need to make logo bigger on invoice. the limit format make invoice look wrong.  please change this.