Ability to Customize the Customer Summary Invoice View
2
votes
If you have a customized invoice template your invoice has different information than the customer summary view. Our account teams need to see what is on the PDF invoice because it's the information they need to do their job. It's also the information the clients need to pay the invoice (that's why we customized it). Would be great if that data was presented in the "customer summary invoice view". It doesnt make sense that the values for QTY and RATE would be different for the PDF view vs Summary Invoice View - that just confuses everyone.