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
Rob Readman
Any update on the planned date please?
J
Jamie De La Haye
It would be great if invoices allowed more flexibility around billing details, specifically:
Separate Bill To Company Name
Separate Bill To Contact Name
Ability to clearly add and display ABN
More control over how these fields appear on the invoice
This is a big issue for Australian clients.
Many businesses here require:
Legal entity name (company)
Trading name (sometimes different)
Contact person
ABN clearly displayed for tax compliance
Right now the limitations create friction with bookkeeping, BAS reporting, and client approvals.
Would love to see improved invoice customisation for Australian compliance and business requirements.
K
Kristos Backa
We need this as soon as possble!! Please!!
R
Rob Readman
Is there any progress on this? - it would be good to at least be able to set column widths on invoice/estimates as the default layout gives too much space to some columns at the expense of the description column.
S
Shannon Filing
Rob Readman This is super important!!
H
Hide MyName
While you're at it, please make invoices compliant in the EU. For each product/payment link, we
must
issue an invoice and taxes need to be calculated correctly (reverse charge, B2C/B2B, VAT number, ...). Selling products (compliant) from the EU is not possible at the moment!> Letting Stripe handle this would be the easiest solution for both, I assume.
J
Jonathan Herrera
Aside from the contact fields we need to have access to associations. We create a Company, that company can have multiple contacts tied to it. When creating invoices, in Mexico, we need to add all company information for the invoice to be valid (legal name, tax id, business address), there currently is no way to reference associations in the invoice, which requires that we duplicate the entire Comany fields (legal name, tax id, legal address) as custom fields for a contact.
M
Mahshid Customer Success
This is highly demanded. Thanks
T
Tiffany Digiuseppe
YES!!!!!
J
Jade Fickert
any update on this?
A
Alejandra Castaneda
This is important please! as well as being able to add custom fields to the invoice for example I need the sales team to be able to choose payment method for each invoice before sending it. Also being able to add discounts per line and not one single discount that affects all the items because sometimes we apply different discounts to different items. Do you have an estimated date for this? thank you!!
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