Tyler Gorman
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An error occurred while saving the comment Tyler Gorman commentedWhen we have 5 or 6 active projects with a client it gets very confusing for them to find and differentiate the proposals in their email. If we could add the job name to the cover page as well as the email subject and the signature email templates it would help a lot.The tokens available on the SQ estimate email templates are very limited compared to every other template in JN
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An error occurred while saving the comment Tyler Gorman commentedthe option to choose one or the other, or both would be ideal
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47 votesTyler Gorman supported this idea ·
It would be great if the "split" invoice would create sub invoices for each payment due and the AR report would show invoices due and future invoices due in separate columns. We just switched over from invoicing in QB and we have to manually create generic deposit, progress payment, and final invoices. If we use the split it jacks up the AR Report in JN and the AR in QB. Our clients like seeing the payment summary on the split invoices but we just can't use them as is. Partial invoice option would be an improvement as well.