11 votes

Ability to duplicate invoices/quotes suggestion

It's frustrating to have to reinvent the wheel each time.

Anonymous 2019-04-15 07:40
Has the answer

Has the answer Hi there! Thanks so much for your feedback, we will add it to our list and discuss with our team on our next meeting.

Who voted: + 11 Anonymous

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Avatar sugester medium
PK
I also find this useful

2019-05-25 02:39


Avatar sugester medium
PK
Can you please provide an update to this?

2020-04-16 00:42


Avatar sugester medium
PK
Also offer tags or placeholders to be used in fields so that every month you can generate a repetitive common fields like invoice number, product or service descriptions in the same format.

For example, if i am using the following format for invoice number each time (March_2021_Week1) then if i have the template prefilled with tags ([Month]_[Year]_"Week1") for invoice number, then the invoice template would generate March_2021_Week1 for this month.

The tags Month and year etc could also be extended to also offer different formats like 03, Mar, 21 etc and these can be used anywhere in the invoice fields to generate keywords and statements.

2021-04-03 23:51


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