Be able to add project custom field info to invoice line items | Voters

Be able to add project custom field info to invoice line items

under review

Lisa Coulson

Right now we can't add things like job numbers to invoices. I've set up job numbers as a custom field. Would be great to be able to add the number to the invoice automatically.

July 21, 2023

Geoff Mina

marked this post as

under review

Moving back to under review as the scope of the feature wasn't properly flagged initially.

Grey Drane

Alternatively (or in addition), it'd be nice to be able to use formulas in custom fields and then show that custom field on the invoice. So you could do {{Description}}+" "+{{POnum}}={{InvoiceDesc}} (or whatever) and then use the resulting {{InvoiceDesc}} on the invoice in place of just the description.

Geoff Mina

marked this post as

in progress

Narender Singh

Geoff Mina: I know you guys are busy. But is there any update or ETA on this, please? This will allow me to comply with some regulatory requirements. Thanks

Geoff Mina

Narender Singh: You can add client custom fields to invoices today. This is a bigger project which involves fully customizing the line item format to pull project custom fields into individual line items.

Geoff Mina

Narender Singh: In addition, with only 27 upvotes, this is not currently at the top of the pile. We have some 100+ upvote features that will need to get prioritized.

Narender Singh

Geoff Mina: My bad then. I thought it was for the custom fields. I tried but I couldn't pull when you guys added the custom fields. I left a FB note and I thought this was it. I will check again and ping you guys in support.

Geoff Mina

Narender Singh: there was confusion about this request. Not your fault. Let me take another look at the complexity over the next week and see if we have an easy solve.

Nataliya

+1 vote for this one.