Welcome back! Ask questions, get answers, and join our large community of tax professionals.

Customize line order in invoice with autocomplete

cancel
Showing results for 
Search instead for 
Did you mean: 

Customize line order in invoice with autocomplete

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