Community

Find answers, ask questions, and connect
with like-minded conquerers around the world.

Forums
Vendasta Support
Help and Troublesho...
Add a default note ...
 
Notifications
Clear all

Add a default note to all outgoing invoices including recurring invoices

    Last Post
  

0

Votes

Upvote
20/06/2021 11:35 pm
Topic starter

Hi there hope your well

Wondering if a default memo can be created for all invoices going forward as well as recurring invoices. If not I would like to submit this as a feature request because it would be very helpful for invoicing.

Thanks

alessio834
alessio834 

11 Points
3 Posts
1 1 1

Thanks for your feedback and suggestion. We have started to dig into all the different ways we can improve billing. I would like to get on a discovery call with you to learn more about how you currently invoice your customers and how it can be improved. Would you be open for call?

By Michael Reimer 24/06/2021 12:05 pm
 
Add a comment
2 Answers
1

Vote

Upvote
21/06/2021 2:42 am

While we're talking about invoicing system upgrades, I think it would be helpful to easily be able to share a direct link to an invoice. Also clients would appreciate being able to see one time, yearly and monthly costs. 

Go Vendasta team!

DouglasCampbell
DouglasCampbell 

122 Points
50 Posts
9 14 7

Creating clarity and transparency around monthly, yearly and one time costs is really important. Would you be open for a call to dig more into your current invoicing process and where it could be improved?

By Michael Reimer 24/06/2021 12:08 pm
 

I think this would be great to have also.

By alessio834 Topic starter 24/06/2021 7:50 pm
 
Add a comment
0

Votes

Upvote
24/06/2021 7:52 pm
Topic starter

Also if possible can we disable credit card payments on invoices and just place details to pay direct via bank transfer?

alessio834
alessio834 

11 Points
3 Posts
1 1 1
Add a comment
  All forum topics
  Previous Topic
Next Topic