If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Option to set a template for the invoice cloumns
John_Damous
Transforming problems into 3D solutionsPosts: 107 ✭✭✭✭
in Billing
I need to set my invoice to show the dollar sign instead on percent sign under the discount column, i need to be able to make a template to choose which count to show, Tax, Description, Discount, and to set the discount column to dollars.
Tagged:
Comments
-
Yes, please...
Would like to not have to turn of the tax column on every single invoice as it is being created.
Categories
- 52 GENERAL DISCUSSION
- 20 SOFTWARE RELEASES/UPDATES
- 354 IDEATION
- 48 Billing
- 6 Calendar
- 26 Client Requests
- 42 Communications
- Contacts
- 12 Engagements
- 33 Files
- 7 Forms & Letters
- 33 General
- 8 Mobile
- 1 Notices
- 26 Organizers & Surveys
- 19 Portal
- 66 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 43 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 25 TAX PREPARATION
- 49 TAX RESOLUTION
