Add Detail Options on Invoices (choose how detailed you want it)
complete
Eddings & Co
It would be nice to have the ability to choose what details are on an invoice, and not the current All-or-nothing approach.
My clients want to see what tasks I completed on their invoices, but I take detailed notes on what I have done for that task in case they have any questions later. Those notes fill up the invoice and make it multiple pages long
Benefits
- more template customization options
- be able to take detailed notes for clients for them to view in client portal and not have to
put them on the invoice
- Invoice doesn’t look so plain when sending invoice for hours already worked
K
Kim
Geoff Mina I get that this is the easiest approach and it's definitely a step in the right direction, but I would still love to be able to add the hours worked per months and THEN select if i want to show the tasks with or without the notes on an invoice level.
Geoff Mina
complete
We added the ability to show time grouped by taks without needing the detailed time entries.
Erin Schlarb
Yes, please! I'd love to have an invoice pull in and LIST all completed tasks for that invoice. Sub tasks or task descriptions would be nice to add (select or not select for particular invoice).