We have just started to Run a Year Long trial on quick file which is going to run alongside our current system. and at the end of that year i will be pitching iit to the MD for it to take over from our current system.
When we create a new invoice for our customers be for our brake down re have an RE line
Example: “RE: Water Damage to Happy House, Happy Street, Happy Town, AB1 2CD, Claim number 12345678”
Now i have been copying this across in to the First description box bit it look a bit naff please can we have an option to add an RE: line if we want
Or allow blank Item lines
I’m not sure I follow you here? You can put whatever text you want in the description field and it will appear as you’ve entered it on the invoice preview. I’m not sure what you mean by option to add an RE: line if we want?
We would like to be able to have a line were we can put what the invoice is about RE: line
At the moment i have been putting it in the first line but it looks odd
so what we are proposing is a box that we can type in which appears above the Items section
Or allow use to have lines in the invoice that don’t have total in them
There is currently a notes section and a payment terms section in the invoice. I’m not sure if there’s a strong case for adding another free-text area, I think it will cause confusion for many users.
I will certainly leave this thread open for other users to vote/comment.
There is already an invoice name field but it’s disabled by default (it can be enabled in Account Settings >> Company Settings >> Advanced Features, see here for more info). The invoice name isn’t visible on the invoice but appears within the main invoice list as an easier way to identify invoices rather than just taking the top line description.
As for the RE: text, perhaps a way to simply control the position of the notes would be a better solution? The notes are typically inserted below the itemised section but maybe we can add a control to allow it to be configured above the itemised box instead, would that work?
The name line is only 35 characters, and serves a different purpose. Why not put the payment information in the payment terms box, which is what this field was intended for?
Just to confirm, we have now added an option within the invoice customisation screen that will allow you to specify that the notes should appear above the itemised section. This would allow you to use the notes box on an invoice as a “RE Line” as proposed in the original post.
