0

Many more features

orders

September 02, 2013 15:46

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I feel the system needs more features similar to Freshbooks.  We left freshbooks since it was lacking in accounting features but cheqbook needs to ramp up a few.

1. Duplicate Invoices would be very helpful.

2. More features in the invoicing and a link to create an invoice from the home page.

3. No cheqbook branding when emailing customers invoices.

4. Ability to mail invoices to customers.

5. Attachment of files to invoices.

6. Easy access to customers profiles from the invoice or list of invoices.

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1 comment

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  Ben Ward October 01, 2013 02:15

  Thanks for the feedback! We really appreciate it.

  > 1. Duplicate Invoices would be very helpful.
  > 2. More features in the invoicing and a link to create an invoice from the home page.

   These would be great. I will create a separate feature request for this.

   

  > 3. No cheqbook branding when emailing customers invoices.

  I will talk this over internally.

   

  > 4. Ability to mail invoices to customers.

  https://cheqbook.zendesk.com/entries/22110973-How-to-Create-and-Send-an-Invoice

   

  > 5. Attachment of files to invoices.

  Unfortunately, you can't add files to invoices, you can add files to the transaction generated by the invoice.

  https://cheqbook.zendesk.com/entries/25125652-How-to-add-edit-view-receipts-documents-and-other-attachments-to-a-transaction

   

  > 6. Easy access to customers profiles from the invoice or list of invoices.

  You can go to the customer from the invoice page. We will consider linking from the list of invoices.

  https://cheqbook.zendesk.com/entries/26948208-How-can-I-navigate-to-the-customer-from-an-invoice-page-