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
Reza Azimi
ability to dynamically or via automation or api to add product set price would be great
R
Reza Azimi
ability to change estimate title to quote is very helpful, as estimate is not legally binding as quote
J
Joseph Castillo
ETA?
J
Joseph Castillo
Also the ability to edit Colum name hide them and add other columns. Sometimes we need more information in the invoice.
S
Sales & Marketing
Merged in a post:
Editable invoice format
H
Hazel Cruz
Allow the invoice template to add other sections in addition to descriptions and amount base on what people want to add.
S
Sales & Marketing
Merged in a post:
Allow invoice and estimate templates to use dynamic values for product title, product price, and any dates
A
Andrew Davis
Allow invoices and estimates to use dynamic values for product title:
(Opportunity Name -> Product Title)
product price:
(Opportunity Value -> Product Price)
and due dates or payment schedule dates:
(Opportunity custom date field -> Due date, payment schedule, etc)
This would allow invoices to be created dynamically in automations and would allow for templates to be used in automations instead of having to create invoices manually.
We do not charge the same amount for everything we do. Every project is custom and has custom pricing. If we can generate an estimate or invoice via workflow and set the value automatically in the workflow, this would save us a lot of time and frustration.
Alternatively, you could have a workflow action called "Create Invoice/Estimate from Opportunity"
And this would just map Opportunity default fields to the invoice for sending. But would not address the date fields that would dynamically set the due date.
Not being able to create an invoice via workflow outside of an existing template is a major pain point for us. None of our estimates or invoices are the same value. Ever.
A
Andreas Christofer Gubinski
This would be so good!!! Been asking for the same thing
M
Matt Vega
This would be huge. It seems really strange that you can brand and customize literally everything else, from emails, to proposals, to contracts but then you get to an invoice it it looks super generic and you can't customize the content. Seems like an easy and very welcomed fix
I
Imogen Velazquez
It would be good if we can customize the emails for PAYMENT SCHEDULES too.
A
Ashley DePiano
It would be great to be able to change the logo size on invoices. Currently there is way too much white space and it looks really off.
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