Ability to send one invoice and sort by room w/sub-totals

Currently we have to create an invoice by room, then merge into a PDF and move outside of software. Clients can’t approve quote this way and their main complaint is opening DF via a number of invoices if they want a cost breakdown by room and what they want is one invoice per project, organized.

If using DF and we create one invoice, we have to manually sort each item by room, this can take hours, especially as you add product to quote or invoice. When working on a whole home w/hundreds of products. The drag option is very limited and is not very time efficient.

Solution:

Create a single invoice system where you can sort by room or product/tag type with option for sub-totals so the client can see what they are paying for by room or product to assist in budgeting.

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Upvoters
Status

In Review

Board

💡 Feature Requests

Date

Over 1 year ago

Author

Dasha Hervey

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