A More Customizable Invoice Maker
closed
J
Jegger Gagarani
We need to have an option to edit the header of the Invoice. There should also be an option to add more fields to cater regulations from different countries. In general, an option to create an invoice that will fit the needs of different types of business owners from different countries around the world.
S
Sales & Marketing
closed
We are closing this idea since the ability to update the header has already been added, and we have separate ideas for other enhancements mentioned here. Would be good to track each separately to help prioritise
A
Alain Picard
Invoicing needs to be available in different languages. It's a legal requirement in many areas.
S
Sales & Marketing
Merged in a post:
Invoicing Updates Needed
J
Jon Parker
Invoicing is a great feature but needs some work to be a professional experience:The Terms/Conditions field does not allow of links such as linking to /terms type of page for a great experience of the contract.It also doesn't let you copy and paste terms into it as when delivered it removes all spacing and makes in unreadable to clients.So today we sent over some invoices to try it out in real time and the best we could do was supply a link the client must copy and paste to see our terms of service which is not a good experience.The emailed invoice should have generic colors not bright purple which looks very unprofessional with no setting changes to edit that.It surprises me for some of the features such as invoicing there isn't like one general color such as a theme color that in one click you can apply to that entire asset replacing all the random colors with a branded color in one click without custom values and code.When you view the invoice whether in preview, on desktop or on mobile it should always show your logo or else you lose a lot of credibility.You should also be able to upload a custom logo as some people use an all white transparent logo for platform but don't want to use that on invoice with a white background as it then doesn't show up.The phone number on our Account is not the phone number we want to use on invoices, we want to use our call tracking business line so we have to update that manually each time which will get missed and then messes up our ability to track and automate scenarios after invoice is created.There should be a way to setup a template or replicate an existing invoice if it's all ready to rock and uses a different terms of service than your other offerings. I like how this was rolled out on Workflows to duplicate sections. Would be great to be able to duplicate / create new based off another invoice.I'd also recommend adding Invoices to your Category (Product Areas) below so we can properly provide ideas to this major feature.Thank you!
HIGHLVL-I-6741
S
Sales & Marketing
A
Ali Hartman
Yes please. Until I can have the words "Tax Invoice" on the top, I cannot use this feature :-)
C
Chris Middleton
Yes, such as being able to change the name of the Invoice to "Tax Invoice" which is a legal requirement in Australia
S
Sales & Marketing
under review