Is there a way to make the invoice format match the estimate/proposal format in Aspire? When I print them, I'd like them to look the same. The estimate includes a more detailed breakdown of the services and descriptions, but the printed invoice doesn't display those descriptions or the same level of detail. Is there a setting or customization that would allow the invoice to be formatted similarly to the estimate?
Question
Is there a way to make the invoice format match the estimate/proposal format in Aspire?
+12
But to your point, we are fighthing this as well. Its an ongoing challenege.
+16The answer is a solid maybe. It will depend on the opportunity and/or invoice type to a degree. Best place in my opinion to start would be to go the the invoice layout catalog in the Knowlwdge base and review the invoice options to get you close to what you are looking for. Note that the (b) designation means that the logo, address, etc pulls.from thr Branch setup not the company set up. Have your selection published by submitting a ticket. If you'd like to schedule a zoom to look at it together, Id be happy to. david@spiritusba.com
+25To some degree, yes. It depends on the invoice type. For example a fixed price open billing really needs the PayApp invoice. Happy to also help any way you need.
We are facing the same issue. Work Order invoices being more problematic than Contract invoices. Our clients should be able to receive itemized invoices that match the proposal they signed. We expected this to be the default behavior of the system when we signed on. Instead, we have discovered it is simply not possible in numerous scenarios. Simply baffling from a customer service perspective. Hope they are working on some improvements!
+25Hey Tim,
I am offering my time for free, but I really feel like I can help you see what/how can show up. Web report designer is very powerful, but has its quircks.
For a little bit of clarity - The main issue is on Fixed Price Work Orders with multiple lines of the same service (a great example would be a tree pruning job where all the different pruning lines are itemized on the proposal). When the job is won, the system combines everything onto one work ticket. When the job is complete, the system invoices for this single work ticket. It does not seem possible for the invoicing tool to pull the ticket back apart so that the originally proposed service lines show individually on the invoice. In order to get an invoice like this, you would need to check the “Separate Work Ticket” box on each service before the opportunity was won. But, at least for tree pruning jobs, we really don’t want to have separate work tickets for each pruning item! So, in order to have a combined work ticket for the crews, we are stuck with an invoice that can only reference the combined work ticket. Hopefully that makes sense to someone :)
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