Choosing a template when sending a Finance document
Answered
Prior to the latest update, when sending finance documents (ie. invoices, credit notes, receipts), once you selected send and got to the screen to choose the document template, there were two drop down boxes - one for template type, and one for the individual template.
This was useful as it defaulted to finance templates when clicking send from an invoice/credit note. We named our invoice template accordingly so it was the first template listed. This meant that when people were sending templates, they did not need to change any of the settings here, they could just check it was the right template and hit submit.
Now template type is no longer there, so you have to scroll to find the correct template (which also poses a risk of staff choosing the wrong one, something we'd like to avoid).
It would be great if this could be reverted back to the old structure, as this really seems like a step back.
Thanks.
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Official comment
Hi Tomos, as of the next release, whichever template you have selected to be the "Online Workshop booking invoice template" (under Template Defaults) will also be pre-loaded into the dropdown when sending an invoice as a template via the admin portal as well. As you only have a single invoice template, this means that your users will be able to click submit directly without needing to choose a template. This can be tested out now in the staging environment, so please let me know if you have any further feedback.
Comment actions -
Hi Tomos, thanks for providing this feedback. We are currently working in this area so we hope to address this concern. Our solution would likely be to default to the "Online Workshop booking invoice template" that is configured for your account. This way, it won't be necessary to amend the naming conventions to affect which template appears first in the list. We welcome your feedback on this idea.
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Hi Jade,
Thank you for your response. I'm not sure your are referring to specifically relates to my problem. I am speaking about manually sending invoices via the send invoice option.
Previously the template screen was structured along the lines of:
- Template type: (Finance, Communication or Training Plans)
- Specific template (List populated based on selection above)
We only have the 3 Finance templates (Invoice, Credit Note and Receipt), so when I was speaking about naming formats, it meant literally having the invoice one names so it was at the top of the list of 3. Now that the template type field, which previously defaulted to the invoice templates, it has slowed down this process significantly.
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