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Hi, there are several seemingly simple features for standard sales invoices which I'm having trouble locating, or which may be overlooked with the default Sales Invoice templates from Microsoft and the XML Mappings therein


First of which, I would like the option to reformat Document Date, Due Date, and any other date fields from "May 31, 2026" format to mm/dd/yyyy format "05/31/2026" but this doesn't currently seem possible


Second, invoice Description lines (which do report dates in mm/dd/yyyy format) currently bundle those dates and work/task subscriptions ("05/15/26, Consulting") though I feel it would be cleaner to decompose those into separate Date and Description fields


Third, there are very limited Total/Subtotal reporting options in the XML Mapping; I would like to total the quantity of items/services provided (e.g., for consulting hours which are all the same "hour" type, total those at bottom -- I recognize this becomes more complicated if invoices feature multiple item types)


Thank you for reading my suggestions for these new ideas. Please let me know if you have any questions or if I may be of any assistance in implementing these ideas

Category: Sales
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