Accounting Ideas

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit S1-I-183 Custom Invoice Template.

Make more than one invoice template available to save to create invoices with different info on them for customers in invoice finance agreement. Merged

Some of our customers are entered into an invoice finance agreement and for them we need the Factoring company bank details and their custom terms message to appear on the invoices. Currently we have to manually adjust the template to remove our bank details and put the factor's details every time before invoicing a customer, which is very time consuming. It would be useful to have a separate invoice template for the customers entered into the invoice finance. This was possible in our Sage 50 Essentials and we didn't expect this to become a major problem when we switched over to the online version. This could be fixed by a setting in customers records also (adding a tick for "show our bank details on invoice" and adding an extra field for the Factoring/Invoice finance details) or something automatic for all customers in factoring agreement that can be "ticked" in customer record.

  • Guest
  • Sep 13 2021
  • Love This Idea Likely To Be Coming Your Way