Custom Invoice Layouts 🎨
planned
D
David List
I would love the ability to have fully customized layouts.
Think, the new contracts feature, where you upload a PDF then drag and drop your dynamic fields as required. The link below is a similar feature from ServiceM8:
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R
Robert Diaz
INVOICE PAGE ELEMENT!: We have some clients who are not trusting online payments because there is NOTHING that explains about security, cards accepted, PCI compliance, guarantee, etc. Please allow the ability for us to add an HTML element to show on ALL Invoice pages where we can show this. It would be nice if we can set a background color (with custom value capability) so it matches company branding.
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Taylor Wellman
Yes this would be a great addition!
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Sertan Djelal
customised layouts would be awesome. Invoicing is currently one of my major pain points with clients, especially in the UK. The font used is also not consistent within the same template (and we can't edit it). Ideally we should be able to edit the entire invoice template including address format, the way tax is applied and the text/copy used, and the notes/terms section is buggy too (and we can't amend the heading!).
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James Shur
When adding a product off product list on a estimate, please allow SEARCH!! I have a list of 547 materials in my products list and have to scroll for hours to make a simple estimate for a client. in the dropdown list, please allow the drop down to dual as a search bar for products!!!!
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Tabitha Miller
James Shur I AGREE! This seems like a no brainer to me, and my issue is you can SEARCH in the estimates, and invoices. The programming is there! Just need to add to the QUOTES!
J
James Shur
Tabitha Miller I know!!! It seems so odd that its not already built into the products list??? Lol
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Sales & Marketing
planned
S
Sales & Marketing
under review
B
Ben Schablowski
Sales & Marketing, please ensure we can customize the invoice to be compliant with EU Laws - Germany, Austria, Switzerland...
I
Ihor Tymko
and please, translate all of the items as well in product table!
S
Sales & Marketing
Merged in a post:
ability to customize the invoices theme (background, fonts, buttons, etc)
L
Laurie Goyer
D
Dominic Schwantes
100% agree. The current rigid format of the invoices makes it look unprofessional. Adding the customisation of invoices would greatly improve the section.