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.
INVOICE LAYOUT
We had Canopy for less than a month. One concern that I have is the current invoice layout. It only works for clients who have emails. We mail out paper invoices to 30% of our clients and Canopy's Invoice won't work. It will be very inconvenient to do billing here and other software. I hope Canopy will update their Invoice layout where you can easily print out invoices that are ready for window envelopes.
Tagged:
Categories
- 46 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 325 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 40 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 38 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
We would love this option too