Offer Multiple Invoice Templates
T
Taylor Bradian
Please consider allowing us to create and save our own invoice templates. This helps us with ease/speed when we're working with different customers/needs. For example, some of my clients need sizes from toddler through adult, while others only need adult. That's a different of 15 columns vs 6 columns. I'd like to keep invoices as easy to read/understand for my customers who may not need as many fields, so having templates to choose from would be really beneficial.
L
Lucricia Woodside
Great idea
K
Kayla Kelly
This would be amazing.
As a current work around - I have a couple of quotes that are "billed" to ourselves. Best example is a client that uses about 30 different garments (plus color variations of each garment), but doesn't always order the same items/colors each time. It is hours of work to set up their invoices without this template (still takes a couple of hours to ensure it's all filled correctly and stock is available, but we're talking 1-2 instead of 4-5 type of thing, HUGE difference)
This way it stays as a quote - and when I need to make a quote for the actual client I can duplicate my template and change the billing to them before adding in their quantities.
This way, all the garment notes stay on there, mocks are always where I need them. I just have to input the current quantities and delete any lines that are not being ordered that time.
If this could be an actual section in Printavo somewhere, that would be amazing. Templates would only be able to be duplicated by most, admin permissions would be needed to edit a template.
Because my work around is good, but it's far too easy to overwrite it instead of duplicating it.
(Which is also why I saved a PDF copy for myself - makes it a little easier to rebuild when needed)