Template issues
I cannot get the template in the new version to print correctly - it appears totally different with missing items - namely purch order info or j/no info. Also how do we add an address in the invoice as we use cash sale for numerous customers and need to change the address before printing. - no ship to field shows up. Also there are no options to select multiple emails when quoting or invoicingInvoice Templates: Ability to select bank details
Frustration of mine is being unable to have multiple invoice templates, and change the bank payment details per invoice template, i have 4 bank accounts in use with bank feeds to MYOB too (association requirements) and would like to invoice specific to those accounts when issuing invoices, at the moment its very painful changing the bank payment details 'company wide', issuing the invoice, then changing the bank payment details 'company wide' again...
Scheduled ongoing invoice reminders
I am shocked and disappointed account right does not have the ability to send invoice reminders on a continuous basis if the invoice remains outstanding. The schedule configuration sends the invoice reminder as a once off eg if it is set to be sent at 30days after the due date it will however it will not re send this in another 30days if the invoice remains outstanding. Also, when viewing the history of the invoice to see sent dates etc the scheduled reminder's do not list in this view, this is not user friendly when following up outstanding invoices with clients the history is vital during client communication re efforts to have invoices paid etc.Include Job numbers on Sales templates for invoices
Users would like the option to include the Job number as a column in the sales template settings. At the moment, you can select a job at the time of creating the invoice, however when emailing/printing the invoice out the job number doesn't display. This idea was requested 4 years ago with a total of 20 votes and 7 comments.
