Add Invoice Options
complete
C
Continuing Toad
Ability to add sub groups to invoice. At times we bid a large job and a customer wants certain services and not others. Add invoice only gives option of a clunky add single line items one line at a dreadful time or add all. Allow format similar to workbook to add to order with check mark options with filter from subcategory.
Ryan Oliver
complete
Thanks for everyone's feedback here! We've added the ability to add items to the invoice by category and sub-category within the invoice item table. This will make it more efficient when it comes to invoicing on large bids by allowing you to bring items associated with specific categories.
Ryan Oliver
Merged in a post:
Generate invoice for specific workbook group items
L
Lava red Squirrel
I often need to generate invoices for specific groups of items within a workbook. It would be very helpful to have an option to invoice by group, allowing me to bill for services completed up to now and then bill for the rest of the services after the job is completed.
Ryan Oliver
now
We are going to be supporting this functionality within the software release.