Jennifer Green
My feedback
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1 vote
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1 vote
An error occurred while saving the comment Jennifer Green
commented
I’ve wanted something like this too, and the closest workaround I use is dropping a short note in the customer’s internal notes field, then opening their profile in a second tab while I work on invoices. It’s not pretty, but it keeps me from mixing up special pricing. A small pop-up or sticky note on the invoice screen would save so many clicks and brain cells.
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1 vote
An error occurred while saving the comment Jennifer Green
commented
I’ve bumped into this same wall before, and having to juggle A/R workarounds in QBO can feel like herding cats. If you haven’t already, drop your vote in the feedback tool inside QBO so it gets on the radar. I’ve seen features move faster once more folks chime in. In the meantime, using separate invoice templates or custom fields can take a bit of the sting out, even if it’s not perfect.
An error occurred while saving the comment Jennifer Green
commented
I’ve bumped into this same wall before, and having to juggle A/R workarounds in QBO can feel like herding cats. If you haven’t already, drop your vote in the feedback tool inside QBO so it gets on the radar. I’ve seen features move faster once more folks chime in. In the meantime, using separate invoice templates or custom fields can take a bit of the sting out, even if it’s not perfect.
Bringing this one back up because I've been exploring mobile solutions myself and wonder how others are finding the mobile experience for these global lotteries. Are there any platforms that stand out for ease of use or quick transaction processing? Also, how are folks dealing with potential crypto regulation changes? Would love to hear your thoughts!