Contact custom values in Invoice
under review
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Michael Shieh
Current custom value fields in invoices are limited. We're not able to automatically populate invoices with custom pricing, custom descriptions or other details.
If all contact custom values can be available in invoicing, we would be able to automatically customize and populate invoicing for each contact.
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A
Aaron Bailey
Any updates on this? We need even simple things like {{right_now.month}} for descriptions etc
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SuiteUpstairs Coaching
Opportunity Custom Fields would be great, but also it would be great if we could have invoices connected to Opportunities. We are using opportunities as projects and having invoices & estimates for that matter connected to the Opportunities would be great.
D
Devin Dickinson
yes this is much needed. we have a client that needs to charge customers automatically but we use a form and math operations to figure out the price of the product. If we could create an invoice based off the price in a custom field that would be very helpful
J
James Lyons
Please! Either be able to utilize Contact Fields in Invoice Product Price. Or have a 'update product' workflow action. 🙏
J
Jon Clark
Adding to this, we have a client that does event management. Client answers questions in a form, and want some of those details in the invoice. Event date, location etc.
Having these available in the notes section would be great. This is stored in opportunities right now.
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Sales & Marketing
under review
What custom values would you want to use here? A quick loom would really help
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Michael Shieh
Sales & Marketing we would need both custom values and custom fields. These are available everywhere else (i.e. in messages and emails). It's custom so there's no standard value I need to pull.
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Babak Bavardi
Sales & Marketing Custom Fields for the Quantity and Price.
We have some math operations running and it automatically stores in Custom Fields how much we should charge them based on 2 numbers. Number of Pages and Cost per page. (Quantity & Price)
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Bree Hoyes
Sales & Marketing being able to use a custom value for pricing in particular on an invoice will be very helpful where the price isn't always the same & the invoice template is being sent via a workflow.
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Jared Vasquez-Tineo
Sales & Marketing I was trying to build an automation and found out that we cannot do this unless it's standard pricing. That does not work for a renovations company for instance (they need custom pricing based on the estimate)
Allowing the feature of custom values to be used in the invoice that way we can create a form with desired pricing and then automate the invoice. Right now if you try to use a custom value in the invoice it says NAN and the invoice cannot save. The same happens when trying to use a custom value for the invoice pricing.
This would be an EPIC update with the ability to now automate custom invoices.
Use case would be automated custom invoicing using forms. (Home Services, Estimate based sales clients will go crazy for this)
Custom value > Monetary custom field.
Use the monetary custom field as a price for a product.
So then for ourselves or a client we can have a pricing form and automate the rest including the proposal and invoice.
K
Keith Besherse
Sales & Marketing ALL Custom Fields and Custom Values including Opportunity Custom Fields, Company Custom Fields, and Custom Object Custom Fields.
Shaun Clark, no video required. This is self evident.
A
Andrew Croot
Sales & Marketing for us it would be bringing in custom deposit amounts from either contact or opportunity so it isn't a fixed amount. Also pre-populating contact information from the workflow for automations.
Another feature would be having custom fields to do this around deposit, and job reference data like Job Name and Job Number that we have built out to help identify and link to proposals/contracts already in the system.
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Jeff Kelly
Sales & Marketing Document fields would be extremely powerful since we can now use documents as a quote with Products. This imples that we can also use Contact custom fields and Opportunity custom fields for Documents. Would really, really make automation around quotes, contracts, and invoices next-level-powerful
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Mike Lemon
We can also add the sales associate to track sales.