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Posted in: Forums > Suggest a Feature

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Serge
Business Manager
Votes
2
Tags: Invoices/Billing

Email Sent notification in Invoice Overview

Mon, 27 Feb '12 @ 7:01 AM
Hi Team,

It would be very helpful to find an indicator on the Invoices Overview page that would show whether or not an email with that invoice has been sent or not.
Serge
Business Manager
Mon, 27 Feb '12 @ 7:21 AM
And as long as we are on the subject, why not add a Description Field in the Invoice Overview Page?
We have several customers for whom we write a lot of invoices and it would be helpful to see the Description for the invoices in the Overviews.
See att for idea!


Attachments:
Snap_2012.02.27 16.13.28_004.png - 187.00 KB
Steve
@WORKetc_Support
Thu, 8 Mar '12 @ 12:40 PM
Hi Serge

There is an additional column available that does this already. You can also add a custom field to display a description if you wish.



Steve

Attachments:
2012-03-08_2038.png - 32.00 KB
Serge
Business Manager
Wed, 4 Apr '12 @ 12:33 AM
Thank you Steve,

The column issue shows the date the invoice was created, which is not necessarily the same day it would be send out.
I often create an invoice and doublecheck with a colleague before actually sending it out.
If I create 4 or 5 invoices, I now need to go into my Contacts to doublecheck the invoice got send out, by myself or my colleague after we cross-checked.
This is unnecessarily cumbersome, and an indicator in the Overview would solve that.

Secondly, I cannot find the email send from Wetc in my Gmail Sent Items, since it has been send via the email engine in Wetc...

So, Please???
Serge
Business Manager
Wed, 4 Apr '12 @ 2:18 AM
I noticed this topic got marked Completed, but it isn't IMHO.
Or do I miss the clue?
See last post for info please
Serge
Business Manager
Mon, 11 Jun '12 @ 12:58 AM
Hi Team

Any news on this issue?

Our team would really benifit too from having the sent emails in some sort of sent-itens folder, either on GMail or in WE.
Now it is never sure that invoices have been sent.
Sometimes I work on an invoice and send them later, and now there is no way for me to check all invoices have been sent...

I see two possible and very helpfull solutions:
1 Create a field in the Invoices overview that shows (with a green V for example) wheter an invoice has been sent
2 Create the possiblitity to type-and-find emailaddresses in CC and BCC fields. Now we have to type in emailaddresses for CC and BCC by hand with all chances to do that wrong...

Please WE, get a good fix for this important issue?
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