Service Plan estimates NOT Invoices when sent out
L
Louis Fuentes
A needed feature is to be able to generate a SERVICE PLAN and send to customer BUT NOT HAVE AN INVOICE CREATED until is is actually APPROVED by the customer. otherwise it shows an invoice for something that is not yet purchased.
- The ability to send off Service Plan signup link to multiple customers without having to do so in each customer. That would be so helpful to encourage enrollment for those customers that are not subscribed.