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When you apply a recurring invoice template to a customer, you have to choose if the default values comes from the template or the customer account. But, if we take the example of financial dimensions, some of them have to come from the template but they have to be completed by others from the customer account (if a financial dimension depend on the customer for example). To do so, the idea is to combine default values from the recurring invoice tempate and the customer account when generating recurring invoices. First look at values from the template and then add missing values from the customer account.

STATUS DETAILS
Needs Votes
Ideas Administrator

ank you for your feedback.

Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,

 

Microsoft