Collaborate with Viewpoint and your peers by providing us with your input
In QuickBooks and other accounting programs, you can create multiple invoice templates and choose which one you want to use on each individual invoice. (See attachment and this link for inspiration) This allows the user to easily switch between different invoice layouts to accommodate different needs in billing.
For example:
I have two kinds of customers: 1. Equipment Rental and 2. Material Purchase. The way these customers are handled are very different, so the information I want shown on their invoices is going to be different as well. I want the Rental Invoices to have information about their rental (terms, fees, etc.) whereas this information would be irrelevant to somebody making a purchase.
Currently, the only way to switch between templates in ProContractor is by changing the default template for every invoice that is created with a different template. This is very tedious, time consuming, and is not viable currently. Adding a dropdown to select a template would be a huge enhancement to both the user's experience and the customer's experience.
Jenkit Kobsuk
| Company | Mountain States Fence Company |
| Job Title / Role | Payroll/Accounts Receivable |
| I need it... | 1 month |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.