QBP: Ability to duplicate an Invoice, or save a template (edited)

amak

Please add the ability to duplicate a previous invoice and/or to save an invoice as a template.
Right now, users have to recreate invoices from scratch every time.

Secondly, the "Notes" section does not allow any formatting. New lines created when typing do not appear on the actual invoice. This is where users will write the terms of payment and list their payment details for multiple payment methods such as Zelle, Bank Transfer, PayPal, etc. When they're listed contiguously it's disorienting.

Coach Natalie

@amak, thank you for posting your suggestions to the Community!

Since each Idea post needs to contain just one suggestion in accordance with our guidelines here, I went ahead and edited this request to only cover the ability to duplicate or save an Invoice template.

For the 'Notes' part, is the following request what you're looking for?

https://community.simplifimoney.com/discussion/11271/qbp-ability-to-create-a-default-invoice-message-for-each-client-edited

If so, please be sure to add your vote and feedback there! If not, please create a separate Idea post to outline your separate request.

I hope this helps!