PDF version of the Client-View Order Tracker, and make it Editable, please!

  • I want to be able to send the Client-View Order Tracker Info to my client as a PDF

  • PLUS: I want to control what information my client sees, and the client’s view of the order tracker could go to 100 if I could edit the columns better (I really do not want the manufacturer’s item name on the Tracker, for example)(I list the item in my Invoice as “Living Room Sofa” and I want to be able to match that to the Client’s-view Order Tracker), and include a Notes section for each item on the tracker

  • Many of my clients don’t like to log in, they want the information delivered TO them, which I do with a weekly email update. I want to add the PDF to the update

  • As a PDF, I can both control what they see, and it’s less hassle for the client

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Upvoters
Status

In Review

Board

🐞 Bug Reports

Date

Over 1 year ago

Author

Robin Daly

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