In order to send an invoice to our clients, we need to validate it so that the word DRAFT no longer appears in large letters on the invoice, making it non-editable. However, when clients ask me to change the header because it’s a SCI (Real Estate Investment Company) and I didn't know, they would like us to modify it, but I can’t. This is very inconvenient.
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Flexibility in the invoice
Pour pouvoir envoyer une facture à nos clients, nous devons la valider pour ne plus voir apparaître le mot BROUILLON écrit en gros sur la facture donc elle devient non modifiable mais lorsque j' ai des clients qui me demandent de changer l'en-ête parce que c'est une SCI et que je ne le savais pas. Ils voudraient que l'on modifie et que je ne le peux pas. C'est très embêtant.
Guest
Thank you for your idea.
We have translated it to English and it is now public in the portal so all users can vote and comment.
Your idea will be reviewed together with all other ideas and taken into consideration on our current plans to enhance Sage Active.
We encourage you to keep sharing and voting ideas so we can make Sage Active better together.
Thank you for your feedback!
We’re happy to inform you that this has already been addressed in the January release.
We’re also working on more improvements and customization features for the sales invoices, which will be available coming months.
Thanks again for your input!
The Product Team