The abilty to see outstanding invoice balance when in workflow
planned
L
Lotus pink Dormouse
Hey Team! It would be great to see how much a customer owes at a quick glance via the Workflow section the drop down you see in the customer section is super handy and should be put throughout so that we can see who still owes money for install jobs!
Thanks for your time :)
Paul Lutkajtis
planned
Paul Lutkajtis
Hi All,
We're looking at adding several new toggles to show/hide info on Workflow cards. Aiming for maximum customisation, we'll add three new options that can toggled on or off independent of one another:
1) Total order value
2) Invoiced to date
3) To be invoiced
This will function identically to the Workflow 'summaries' that you can toggle on/off per column, but will be specific to each order card. See example image attached!
Paul Lutkajtis
under review
Paul Lutkajtis
Awesome feedback! You can currently customise some of the information that is displayed on Workflow today via the 'Settings' page within Workflow. This would potentially be a great place to add this in :)