Standardize invoice creation from different views
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Gordon Werner
When creating an invoice from Accounting or Homebase, it doesn't provide the same options to create a standard or deposit invoice. It also doesn't seem to allow the ability to add a line item from a project. It seems the only way this can be accomplished is from the Client view? Can the same options be avail be regardless of the path to create an invoice or am I missing something?
Geoff Mina
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Geoff Mina
Hi Gordon Werner - I was finally able to track this bug down. It was specific to Safari and was a very weird internal caching thing that only Safari was doing.
This should be resolved... but being that's it's Safari, you may need to do a Ctrl+F5 hard refresh on the site to get the updated code.
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Gordon Werner
Geoff Mina: Thank you for fixing this! Dang Safari users. : )
Geoff Mina
Hey Gordon - sounds like you are seeing something unusual. The experience should be identical - regardless of where you start the flow from. Here is a quick recording of what you should be seeing.
You get the option for Standard or Deposit as well as the ability to add project tracked items.
Perhaps you could share some more details about what you are not seeing in your flow.
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Gordon Werner
Geoff Mina: Hi Geoff. It seems to work intermittently for me? It worked like the video you linked to this morning and thought it was fixed, but this afternoon it doesn't seem to work properly. After selecting client it displays a deposit amount modal and not the Standard or Deposit modal selection. Does that make sense?
Geoff Mina
Gordon Werner: Interesting. We can take a look. Can you let me know what browser you are using?
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Gordon Werner
Geoff Mina: I'm using safari currently.
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Gordon Werner
It seems if I do a refresh it behaves as expected.