Notes or description section on Invoice
It is critical we have an area on the invoice/bill for us to be able to add comments or notes for the customer to be able to see.
Also adding the same notes feature to products, so that when a product is invoiced for, ect new equipment, that the customer can see a detailed description of the product they are being invoiced for.
Nice! The feature you requested is being
reviewed by our product team. We’ll keep an
eye on the number of votes, and let you know if
a decision is reached to implement. Thank you
for being a partner in our process!
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COOLNETAU commented
This is why I will likely not pursue migrating my clients to this platform any more.
Glad I checked out the invoicing side before committing
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Neil Orr commented
This would be great as we would like to be able to add our payment information for customers to use on the invoice. At the moment we are having to create invoices in another system.
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Mike Terruso commented
This is such a simple feature that all other invoicing systems have. This is critical to my business as well.
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Brian Lehman commented
We use one quickbooks Item code for product sales and we customize the description and price per invoice. This would allow us to use the invoicing feature in Atera. must have for us to use the feature.
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Don Hawthrone commented
Description fields for products and services on invoices when creating. We would like to be able to add detail at times.