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Invoicing process is too complicated, here are my thoughts
Sending invoices is a little confusing. It was my first time, so I thought i'd throw some of my initial thoughts out here:
- Why do I see the preview first? It seems like this should be the last step.
- Why can't I change the theme from here? I can't figure out where to go to change my default invoice theme
- Heirarchy could use some work. I didn't notice the Email Subject and Email Heading inputs so I accidentally left them blank.
- Can we have a more basic theme? I'd love a theme that was strictly black and white. Not sure what's going on with that colored box on the right side of the line description either.
- Adding a line item saves the invoice instead of adding a line item. The second time I click Add line item it works, but this is pretty confusing.
Hope this feedback helps. Oh, feature request: custom themes or color/font schemes? That would make me really happy.
- Why do I see the preview first? It seems like this should be the last step.
- Why can't I change the theme from here? I can't figure out where to go to change my default invoice theme
- Heirarchy could use some work. I didn't notice the Email Subject and Email Heading inputs so I accidentally left them blank.
- Can we have a more basic theme? I'd love a theme that was strictly black and white. Not sure what's going on with that colored box on the right side of the line description either.
- Adding a line item saves the invoice instead of adding a line item. The second time I click Add line item it works, but this is pretty confusing.
Hope this feedback helps. Oh, feature request: custom themes or color/font schemes? That would make me really happy.
I’m trying to help
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Inappropriate?Hi Josh,
Preview is first because sometimes I need to check the invoice to make sure its the right template before I go thru the sending process.
Theme is called template its changeable from the form screen, changing it from the preview screen is a very interesting idea. We'll definitely discuss it. You can edit your templates from "Settings/Import Data" > "Templates"
I'll look into making email fields more noticeable.
This is a bug we've noticed, the auto-saving of the invoice SHOULD save the whole invoice.
We've talked about allowing the user the ability to add custom colors to the templates. Changing the layout is far down the list of things we want to tackle.
We appreciate the help/suggestions/bug catches you're giving us, please keep them coming.
Allan
I’m thankful for users that care.
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Inappropriate?Perhaps this process could be rethought... maybe the preview and data entry could be done at the same time with some sort of live preview, including what the email subject and message would be. Just an idea...
I couldn't figure out how to change the themes in that template area. Do I have to enter header and footer text in order to just change the colors? That was the area I looked in to change my theme, but I didn't understand how it worked. Part of the problem there is that I didn't see there was anywhere you could select a "Template" to use in the invoice creation process either.
Re: auto-saving bug: yeah that's a strange one. It seems like it would be fine to auto save as long as it still pops up that add new line item box.
Glad you're liking the feedback. As a web application designer it's sort of my job to be nit-picky about web-apps, but it's all for the greater good of making things even better. I'll be sure to post things here if I find more bugs or have additional feedback.
EMPLOYEE