ProConnect Tax Idea Exchange
Submitted by KenGreenberg on 12-27-2025 08:56 PMI'm really happy to see Invoice with Autocomplete in Proconnect. It was a long time coming.
I'd like to suggest some improvements:
- I'd like to be able to set the order of each line as we can do with the print order. Right now, I have no idea how they picked the order of forms listed; it makes no sense.
- Each line should include the form name as well as number - the name is more meaningful to clients.
- I'm looking forward to the addition of State forms
- In the template I'd like to be able to set the invoice date to a variable like Today() to fill in today's date, and I'd like to set a default due date as in QuickBooks - my choice of today, or a number of days.
- I'd also like to add default lines for things like Tax ProtectionPlus and Docusign so I don't have to manually add them to each invoice.
This is a really good start. Let's make it great!
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