Description
Hi,
I’m currently using the Quotes & Invoices app, but I noticed that when I try to create an invoice directly from my board, it doesn’t automatically pull the information from the selected line (item).
What I would love is the ability to:
- Select a line (item) on my board
- Use a template that automatically picks the chosen columns
- Generate an invoice directly without needing to go through the invoice page
Right now, it seems the app doesn’t detect and map the line details automatically, which makes it harder to use. Is this something already planned, or can it be added as a feature request?
Thanks in advance!
What are you trying to achieve
Hi,
I’m currently using the Quotes & Invoices app, but I noticed that when I try to create an invoice directly from my board, it doesn’t automatically pull the information from the selected line (item).
What I would love is the ability to:
- Select a line (item) on my board
- Use a template that automatically picks the chosen columns
- Generate an invoice directly without needing to go through the invoice page
Right now, it seems the app doesn’t detect and map the line details automatically, which makes it harder to use. Is this something already planned, or can it be added as a feature request?
Thanks in advance!