Ability to associate invoices created independently of a job with a job, at any time
AA Rodrigues
Currently, if an invoice is created without first linking it to a job, there is no way to later connect that invoice to an existing job. This creates issues for workflows where invoices are generated before job details are finalized or when correcting record-keeping errors. Please add the ability to retroactively associate any invoice—regardless of how or when it was created—with any job in the system. This flexibility would greatly streamline operations and improve data accuracy for businesses that need to reconcile jobs and invoices after the fact.
Brent Kelly
to add to this, being able to attach jobs or leads to calls after they are created. Sometimes we don't create the lead within the call and there is no way to fix that besides deleting and redoing. If the lead already has info, we would lose all that.