Sales: Pro Forma Invoice
Hi there. I would like to see the ability to create a Pro Forma invoice. To remove the due date, let the customers know that the invoice is in lieu of a job being undertaken or goods being dispatched and change the title and layout from a regular invoice. "Pro Forma Invoice - Essentials"
Sales: Include SWIFT code for how to pay
Currently, the direct deposit details in the How to Pay Details window excludes a field for SWIFT code or a text box for bank's address. I send many international invoices that my international clients pay via international transfer. They require these details on their invoices. Is this in the pipeline? "SWIFT code required for international invoices"Sales: Notes to customer increase character limit
Hi, Would it be possible to have more room available in the notes section? I run a Mechanical workshop and some of the "stories" I need to write about the work carried out is long winded. I'd like more room to be able to have the complete write up on the customers invoice instead of attaching a seperate piece of paper to their invoice. Your consideration is much appreciated. Chris "More room"
Sales: Invoice payment notifications
Hi all, I think it would be a good feature to have a notification window to tell you of customer payments made since your last logon, or last few days. As it stands, invoices just disappear from "invoices issued" in the dashboard and go to payed, once a bank feed that matches the invoice comes in what do you think? "Invoice Payment Notifications'
Search: Invoice description in Invoices window
I, and others would find it helpful, if we were able to search for an invoice by entering a name or keyword, we expect would be in it. Example, we do a lot of shipping service work for a fishing company. The invoices all go to the company, but they have many ships we service. I cannot see a way, that we could search that companies, hundreds of invoices....by a single ship name or keyword. For later refernce of what work we have performed in the past. Can this functionality be implemented? "Searching invoice details by a keyword"Sales: Drafting invoice to come back to later
I'd like the option to save an invoice as a draft so I know it's not complete. Preferably I'd like all the invoices to be drafts until I specifically finalise it. This way there is no confusion as to which invoices are complete, which have been sent to the customer, and which still need information added. "Saving a Invoice Draft"
Take payments: Tab into the Payment amount field
How is it possible in the world of keyboard shortcuts and efficiencies, that when you try to Receive a Payment, you can't actually move into the payment amount field of the Invoice you are receving a payment for with keystrokes? You have to use the mouse! This really needs to be fixed, bad error in development... "Keystrokes/shortcuts to payment field when receiving a payment, can only use the mouse to click on"
Statements: Include copies of invoices
A favourite ploy of overdue debtors is to ask for copies of all the outstanding invoices. They know this can be a real chore! How about an option to print or email a statement for a client with all relevant invoices automatically attached? "Auto print/email invoices referred to in a client statement"
