Copy/schedule invoice creation
complete
J
JP Hogbin @ FocalContact
If sending the same invoice to multiple contacts, it's not the best to have to create each invoice one-by-one.
Some options for creating invoices:
- Copy an existing invoice.
- Have the ability to create a template invoice
- create new invoices from template.
- Bulk create and send for a group of contacts.
T
Teresa Robinson
I would like to add... It would be great to have the ability to choose an invoice template and have that invoice automatically send based on something like a Trigger from a form, a tag, etc. I'm looking for a way to send invoices out through a Workflow.
S
Sales & Marketing
complete
Ability to schedule invoices is live under Payments -> Recurring Templates
S
Sales & Marketing
under review
M
Mariah | FG Funnels Support Team
Being able to edit the entire template would be helpful as well. The current invoice option as some fields that are only in English and can't be changed.