AngeW's avatar
AngeW
Partner
11 years ago
Status:
Open

Sales: Include a date column

I am sure many clients would benefit from have the option of using the "Item" based layout AND a "Professional" based layout as is available in the AccountRight Versions. For service based businesses - the Account Live product is not adaptive enough.

 

At best i would love to have the option of a service date and be able to not have all columns printing on the invoice. This would mean that internally we could use the item function, but not have the item numbers, qty being printed on the customers invoice.

 

"Service Date per invoice line"

Sales
T:Cash In

10 Comments

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  • temedia's avatar
    temedia
    Cover User
    9 years ago

    When sending invoices to clients it is generally required to tell the client on the invoice what date/s the job was....  Currently there is no way of adding "dates" to each line on the invoice

     

    Sure its fine to manually  type the date on the description line, but not ideal. Having used Account Edge/Right there was always an option at the begining of each descriptive line to allocate a date to that line.

     

    Im sure may professionals using the "SERVICES" layout would like this feature.

  • Suja_P's avatar
    Suja_P
    Former Staff
    11 years ago
    Status changed:
    New
    to
    Open
    Thank you for your post. As you would've noticed, LiveAccounts does not currently have an option to customise forms. However we are looking to stop the system from printing the Item column, if it is not used in the invoice. Therefore if you were to create a Service type invoice (with no Items) the printed form would not include the Item column. We hope to make this change in a future update.
  • BarryTheCat's avatar
    BarryTheCat
    Partner
    11 years ago

    I would also ask that this be attencded to ASAP, I have numerous clients - that I have recommended upgrade/change to Live Accounts, and there is no 'service invoice'.

     

    My clients are not happy as the vast majority are service businesses, and for them to supply their client/customer with an 'item invoice' is ridiculous, and makes my client look unprofessional.

     

    This does not reflect well on me, nor MYOB.

     

    This really should be attended to promptly.

  • Tower2015's avatar
    Tower2015
    Cover User
    7 years ago

    I need a column titled date and the ability to select a date in each row from a drop down or a calendar.