Contact custom values in Invoice
under review
M
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.
Log In
I
Iver Aune
This is important!
Please also add the ability to use contact and location values for estimates. For the estimate email and SMS, we are limited to Estimate values. That's just too weak... One of the benefits of an all-in-one crm is platform-wide coverage.
S
Sales & Marketing
Merged in a post:
Automate Dynamic Invoices
C
Chad Kuntz
How powerful and cool would it be if you could automate a customized invoice. Pulling custom fields to automate an invoice with name, product, and price
S
Sales & Marketing
Merged in a post:
Add custom fields and editable fields to +Add an Item in the INVOICES
G
GoCrm Software
Hello
please implement custom fields and editable fields +Add an Item in the INVOICES because in the invoices we need to pass others besides the products from the product list
thank you
S
Sales & Marketing
Merged in a post:
Add custom fields to invoices
A
A Niyazov
One of our clients want to be able to add his clients' account numbers to the invoices. he wants to be able to do it directly inside of the invoice rather than the contacts tab in high level. is there anyway we can add this custom field? or ability to add whatever custom fields. thanks in advance.
S
Sales & Marketing
Merged in a post:
Ability to use custom fields to create an invoice
S
Simon Welberry
Example one customer field is a a price and another is volume invoice total would then be the price X the volume.
S
Sales & Marketing
Merged in a post:
Custom Field On Invoice
Z
Zulkifly Salleh
Please add custom field on invoicing. For example i need to state on invoice about shipping, waybill tracking number, and so on.
S
Sales & Marketing
Merged in a post:
Dynamic Product and Pice in Invoice
S
Shawn Morrison
In an effort to avoid using Zapier for Quickbooks integration, I would like the ability to dynamically create the product and price from my custom fields in the invoice. Then have the system create the invoice in QB. Use Case: Customers pricing is created based on lot size (for pest control). They can choose which "package"(product) they want. When they submit the form to sign up, the workflow will create the invoice with the product (custom field) and the price (custom field) and send to QB. These two value combinations could be different for each customer.
S
Sales & Marketing
Merged in a post:
Custom values in invoicing
A
Adarian Edge (Main)
currently unable to use custom values in pricing and product creation. My team and i have custom values inside of an intake form that we fill out when closing a new client. This form configures the pricing for the contract and service total.
would love to automate invoice creation/sending by being able to have this custom value placed in the invoice product price
J
Jonny Reason
This would be great to be able to assign a sales rep to an invoice, super needed I feel. Then to be able to send that info to the Affiliate module for sales tracking.
T
Timothy Liversage
Desperately needed.
I'm trying to send payment requests for an amount saved in a custom field based on a lengthy contact form.
I've tried all of the contracts, estimates, invoices functions, all require a stripe product.
In forms you can collect payment, but there's no way to prefill the $ amount via field or via utm parameter (no query key for the custom payment field).
Any workarounds or ways to do this that I don't know about?
Load More
→