Contact custom values in Invoice
under review
M
Michael Shieh
Current custom value fields in invoices are limited. We're not able to automatically populate invoices with custom pricing, custom descriptions or other details.
If all contact custom values can be available in invoicing, we would be able to automatically customize and populate invoicing for each contact.
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C
Chase Kelly
Use Case: Pest Control (or any other service based team) fills out a form with details of the job including the price he plans to charge. The form submission then would trigger an automation to generate an invoice with the price that was on the form as the invoice total.
Currently he has to do this in two separate steps 1. Form 2. Manual invoice creation
This would eliminate the extra steps in the field.
I
Ian Lowell
add company and opportunity fields to invoices just like contact fields can be added and allow custom value support in the invoices. Additionally fix the invoice trigger in workflows so the option for invoice created is targetable as the ui suggests it should be - its currently not available
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Luc Poirier
Yes, we need to integrate more custom contact fields into invoices, not only text fields but also date fields. For example, my client is a tour operator and he needs the dates of the trips chosen by the customer to be able to appear on the invoices.
C
Chase Kelly
Would be awesome to have an invoice triggered from a form submission and the price custom to what was used int the form (specifically for field service).
J
Jesse Hall
Sales & Marketing We also need to be able to have the export of the invoices to have the custom field data as well.
This is a huge need for financial reporting to be able to see an event date or other inforation that is associated with payments.
A
Andrew Davis
any updates to this at all? almost been 3 years. this is my BIGGEST pain point about GHL.
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Iver Aune
This is important!
Please also add the ability to use contact and location values for estimates. For the estimate email and SMS, we are limited to Estimate values. That's just too weak... One of the benefits of an all-in-one crm is platform-wide coverage.
S
Sales & Marketing
Merged in a post:
Automate Dynamic Invoices
C
Chad Kuntz
How powerful and cool would it be if you could automate a customized invoice. Pulling custom fields to automate an invoice with name, product, and price
S
Sales & Marketing
Merged in a post:
Add custom fields and editable fields to +Add an Item in the INVOICES
G
GoCrm Software
Hello
please implement custom fields and editable fields +Add an Item in the INVOICES because in the invoices we need to pass others besides the products from the product list
thank you
S
Sales & Marketing
Merged in a post:
Add custom fields to invoices
A
A Niyazov
One of our clients want to be able to add his clients' account numbers to the invoices. he wants to be able to do it directly inside of the invoice rather than the contacts tab in high level. is there anyway we can add this custom field? or ability to add whatever custom fields. thanks in advance.
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