Following Up Overdue Invoices

Contact Info in Invoice Screen

Some customers need to be called regarding overdue invoices. Being able to see a customers contact information (landline / mobile number) from the Invoice screen would reduce having to swap between the Invoice and the Tasks or Contacts screens.

Account Note

It would be helpful if there was an area were you could make Account Notes specific to each customer. The way I see it working would be - in the Contacts → Communication → Notes, there is an Accounts Notes box that is customer specific, not job specific. This would be for notes such as escalation information "Contact Joe 0412 345 678 for Invoices 30+ days overdue. Contact Jane 0423 456 789 for Invoices 60+ days overdue." or "CC Jane Smith jane@smith in all account emails".

This Note would also appear on any Invoice or Quote screen that the customer is assigned to - perhaps below the "Customer" field, or above / below the current "History / Notes" section.

Currently for commercial clients we are keeping these records by adding it to the recurring job notes, or keeping the information on a separate system. Job Notes are often replaced by the technician, and are not searchable in the Contacts screen, so this method has its problems.

Linked Tasks

Having task reminders and invoices work more sync with each other would be beneficial. For example - being able to quickly add a new task or change the Due Date of an existing task directly from the Invoice Screen. Particularly as both the Invoice Screen and New Task screen are pop ups, currently you have to have them both open in separate tabs.