QBP: Ability to save an invoice template
This discussion was created from comments split from:
QBP: Ability to duplicate an Invoice, or save a template (edited).
Comments
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Hello Coach Natalie!
Thank you for addressing these requests! :)
As a new user for my HOA community, I too kindly request an invoice template feature, which is slightly different from duplicate feature (although also useful). Having a single template to then apply to all clients at once save tons of time. Then I can make minor edits to each client invoice and send when ready.
Not essential but included in the template feature, I would love to dictate how the invoice number structure should be: mine going forward will be: YYYY (year)-QQ (quarter)-XXXX (4 digit Street Number). I have clients associated to each street number.
Cheers
Michael Amir0 -
@MichaelAmir, thanks for the feedback!
I went ahead and split your comment into a new request so we can gauge how many users would like to see a saved template specifically, rather than the ability to duplicate.
I hope this helps!
-Coach Natalie
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