Document {insert values} options need more specific ones
Dj Haer Jr
For the insert value options on documents there are not many options to clearly communicate the information to clients.
For example:
There is no option for an invoice creation date, or invoice due balance.
I am sure there are plenty more examples having to do with estimates and leads or things like client creation...
The main problem is that, there is relatively small amounts of data to pull from when making a document insert values.
Please can we fix this.
Boaz Schonherz
Hey Dj Haer Jr
Thank you for this feedback.
Could you please clarify? as both the invoice date and balance are already available in the fields that can be added to the invoice template.
Thank you,
Boaz / Product
Dj Haer Jr
Boaz Schonherz Hello! Is the invoice date the invoice creation date?
Also I had an idea for adding in insert value for past payments on the invoice as well. And Invoice status (PAID/UNPAID)