Hi ,
When you look at the list of invoices only Invoice numbers, customers, data, amount, status etc are seen. If there was a column showing a reference to what the invoice is then it would be ...
The only unique field for an invoice on the invoices list page is the invoice number. I frequently have to open and view several invoices for a given customer before I can find the one of interest as my invoice numbers are not at all descriptive. Could there by a byline or subtitle just below the invoice number or customer field for each invoice line (similar to the Note field in banking transactions) where I could add a brief comment to distinguish between invoices. Preferably this would be a (one line) field available for entry on the invoice creation page that would then appear below or against the invoice on the list of invoices page.
A similar subject line for bills and quotes would be good too,but quickly identifying invoices is more of a priority for me.
Cheers,
Simon
It would be even better if all the fields in the invoices were searchable. I use the note field to enter car details. I often need to find invoices related to a particular car, and it can't be done. I did find a way by generating a sales transaction report, which shows the initial lines of the notes, and then searching its PDF version. However, they have recently modified the format of the sales transaction report and it now shows much less information from the notes. So I can't use this trick any more, not in the way as before. I had to rearrange the order in which I list the details of the cars so that the rego comes first. This way I can still search, but only in the more recent invoices, not all the invoices.
I did submit a request for this improvement more than once before. Is it really so hard to make this possible?