Creating "similar" invoices

Feature Request
1

Hi guys,

We have a regular customer that we provide services for on a semi-regular basis (not regular enough to craft a schedule!). The specific invoice is based on a number of attendees they provide us before hand. For each event, we either create 1 invoice, or 2 depending on the type of event (each invoice is paid internally by different teams). Each invoice contains similar items, but with varying quantities depending on the attendee numbers. Finally, they ask for very specific notes and values in each field which means hand-crafting them is laborious and time consuming.

Is there any way I can create a stock invoice - modifying quantities is fairly simple but simply finding an old invoice and creating a copy from it feels like a kludge. I’d love to see a feature where I can create an invoice based on a “package” if you see what I mean.

Thanks,
Aled.

1 Like
2

Not sure if you consider it a kludge, but rather than an ‘old’ invoice, why not just create a draft invoice with an example of each option on it. Use that ‘draft’ as a template for all new invoices for that client/event.

3

I agree with Ben, create two ‘draft’ invoices (maybe give them an obscure number to differentiate them from the others), and copy them.

Alternatively, maybe the API could be of use and code template styles into that? Just thinking it may make it a bit easier to create the invoice, but it would be a separate system

1 Like