Upload sales invoices
Astrid - Countingup
Merged in a post:
Uploading own invoices as PDF
C Meadows
I like the format and layout of my invoices, as a marketing and design agency, presentation is key. As such, I'd like to stick with my current format. Is there any way I can upload my invoices (as PDFs) and type in the amounts and link to a business, to get full usage of the app invoicing, payment + all CountingUp features. I think some of your competitors may be doing this and this may be a deal breaker for me ultimately, as I'm sure it will be for others.
Thank you.
Astrid - Countingup
Hi Aniz, thanks for your feedback. I want to make sure I fully understand. What do you mean by scan in invoices and receipts? At the moment you can take a picture of them to attach them to the payment (https://support.countingup.com/hc/en-us/articles/360024961774-How-do-I-add-notes-or-photos-to-my-transactions-).
Do you mean:
- capturing relevant data on sales invoices to automatically create the sales invoices in the app
- and also capturing relevant data on invoices and receipts to automatically create a bill in the app?
L
Langley Management
Great idea
Erika - Countingup
Merged in a post:
Upload Invoices
C Meadows
Please can you allow us to upload our own invoices, I find your invoice system very limiting and time consuming and in terms of branding, not right for my company. Thank you muchly.
Erika - Countingup
Merged in a post:
Upload own invoice at PDF
C Meadows
Is there any way I can upload my own invoices (as PDFs) and match to payments when they come in?
Thank you.
D
Dalsim
Yes, would really like to upload my own invoice template design with my own fonts (or a set group of fonts), colours and images. Then in the app fill in the details such as Client, Invoice number, invoice amount, PO number and invoice description. Quickbooks allows you to upload a .docx file with your own design and colours and fills in the invoice details for each invoice in allocated areas.
Tim Fouracre
Thanks for the idea. In terms of branding did you know you can upload your own logo to the invoice template? More details here https://support.countingup.com/hc/en-us/articles/360021742633-How-do-I-upload-my-logo-to-Countingup-for-my-invoices-
Ian Franks
Tim Fouracre: Thanks for responding Tim. Personally, I was aware and have uploaded my logo and it does work, but I can't control the invoice numbering and would like to amend the format... if you can add that functionality, then maybe we don't need to upload our own invoices ;-)
C Meadows
Tim Fouracre: I did, thank you, however, it is more fonts and colours. And time to use this system. Do you think there will be future scope to add the option to upload our own and assign a payee and amount for tracking?
C Meadows
Everyone, please vote for this! Help me to get it on the road map. :)
D
DARIO NIGRO
100% agree with this
J
John Paul Reeves
Yes image really is key
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