Invoice With Profit: Review & Feature, Fix or Focus Request [Gold & Silver]
Hello Members,
The training we have for this week that I have shared with you was about the Invoice With Profit. If you have not seen it yet, you can view it right here on YouTube.
Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.
So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?
Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.
I am looking forward to hearing from you and thanks so much for your support.
Regards, Randy
Comments (6)
How to track revisions? And is it possible to bring back the revised items ? To do that, do we need to create another Db sheet for revisions only?
Hi and thanks. I have done that in a training already in a 2 part series called 'Change Log' Here Part 1: https://youtu.be/6TnxPvLz_44 Part 2: https://youtu.be/fE15W72vnEE I hope this helps and thanks so much.
Hey randy, as always thank you so much. Wanted to know what we could do if there for more items in a single invoice The total items goes over set range in this invoice … could we make a “page 2” for the same invoice number? Also is it possible to make a “revision number cell” when we make changes to the invoice the revision should be tracked..?
Hi Aravind, thanks so much for your comment. You can have unlimited items in an Invoice if you use a Floating Footer, as I did in the POS with Inventory here: https://youtu.be/SbjBgqzbA3w You can also add changes to any type of application, including this Invoice. I show you how to do that in this training: https://youtu.be/6TnxPvLz_44 I hope this helps and thanks so much.
Hello Randy. How about adding a field for a Discount? Customers love that!. Also, a field for Payment terms (Net 30, etc.) Some reporting would also be awesome (Annual Number of Invoices with Total Cost, Total Profit, number of Orders per customer, etc.) Just my two cents...
Hi MIguel, thanks so much for the great suggestions. I am going to try to get some of those added to the update this Monday. Much appreciated.