Automate information fill in invoice fields

Hello,

 

I suggest Engineers to development an automation possibility to fill fields in invoice directly from the products deal details when a Deal is won.

Regards

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  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #2

    Hi @Sebastian Hernandez , thank you for your feedback!

    You are right, that is an intuitive expectation and would be the ideal solution, but unfortunately currently it's not possible yet. There are no immediate plans for it but the team noted down your suggestion for when they'll work on updates again.

    Depending on whether you're using Xero or QuickBooks, the way to make the Products of you deal show up in the invoice will be slightly different. Learn all about it:

     

    Here’s how to stay on top of what’s coming down the line: