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I’m hesitant to ask for other upgrades, as I’m still waiting for my number 1 request (please add the “paid” amount to the Billing widget), but here goes:

Please add a special “invoice reminder” note section in invoicing, appearing in a draft invoice as below.

Why? Some clients (esp. divorce) have special instructions on how to share invoices; some have some side deal, or special discount we owe them; some have asked we send the invoice to their summer house; some want invoices shared with some third party (who isn’t a debtor); some institutional clients want the subject heading for an invoice email to have specific (non-default) information; some require redacting of information; or whatever. 

This special notes thing is for internal eyes only, not appearing on the invoice.  Having it would help me /us eliminate all the sticky notes I’m tripping over around my desk.  It would also help with out of office continuity on billing.

{Am I missing this option somewhere?  Yes, I’m aware of the ‘notes’ widget in a matter, but that’s a world (and several clicks) away when neck deep in doing batch invoicing.  It would be nice to have something ‘in your face’ to remind us).

Anyway, is it possible?

 

 

 

Thank you for your feedback, I will get one of my team to look, into this request for you.


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