KenGreenberg

I'm really happy to see Invoice with Autocomplete in Proconnect. It was a long time coming. 

I'd like to suggest some improvements:

  1. 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.
  2. Each line should include the form name as well as number - the name is more meaningful to clients.
  3. I'm looking forward to the addition of State forms
  4. 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. 
  5. 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!

Status: New
Vote now if this is a good idea