Accounting Ideas

Add description from sales invoice to customer statement

We often send statements covering a few activities and although the invoice number is included, there is no annotation to give any idea of what each invoice is. Leads to either having to export the statement to CSV and manually editing to include invoice details or downloading and attaching each invoice.

Alternatively allow more characters for the reference field so a summary of the invoice could be added?

  • Guest
  • Jul 23 2023
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  • Guest commented
    26 Jul, 2023 11:09am

    great idea