Hi everyone!! Hope you all had a wonderful Thanksgiving!
We are “just about” ready to use the Invoicing capabilities in InfusionSoft - So far, everything looks good.
The problem I’m running in too is the initial invoice and the appearance of it.
To quote my boss - It seems “Clunky” - I spoke with IS Support and he said this “could” be fixed in the next upgrade but I was wondering if any of you had any recommendations?
I know we can always go to a 3rd party but I love the idea of our Client’s accepting the Estimate/Proposals and then it automatically turning it into an Order.
I wish I could attach a Screen Shot so you know what I’m talking about but not sure how to do that.
Also, with the new interface, is this a non-issue?