Automate information fill in invoice fields

Sebastian Hernandez

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

Inês Batata

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:

• with our Academy videos
• from our Knowledge Base tutorials

 

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

• Follow What’s New and don’t miss any new releases.
• Follow What's Planned to know what we're working on currently and what’s to come.
• Join our Research and Beta Testing channel for the chance to try out early versions of new and improved features.