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Created by Guest
Created on Dec 23, 2020

Able to Download Copy of Invoices

A customer would find it useful to be able to download copies of invoices straight from the CRM. This has been suggested for Unleashed and Xero.

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    Andrew Ardron
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    Feb 8, 2021

    Obviously you can already do this with a couple of clicks via the UI (click "open in unleashed" or "open in Xero".

    Unfortunatley their API's don't offer the facility to get a copy invoice in something like a PDF format so doing much more might be quite tricky.

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Copies of Invoices in the Web UI

Merged
James at EPP has requested that some functionality is added to the Web UI which will enable him to open Invoices from this platform, instead of going into the desktop client and opening them this way.
Deleted User over 6 years ago in  0