I need to create a custom invoice in Accounts Receivable, or adjust the current formats.

I like the layout of format INVBBUSOLBP001, however I don't need a good portion of the boxes/fields. All organizations are not the same. Everyone does not invoice for the same type of products or services. For instance, a majority of our invoices are for rent, so we don't need any of the shipping fields. What would be even better would be to allow us to change the data going to the fields if we so choose and rename those fields to fit our organization.

  • Sylvia Alaniz
  • Mar 5 2021
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  • Sylvia Alaniz commented
    17 Jun, 2021 10:05pm

    Good afternoon, Thomas.

    I replied to this email on the website in the New Idea area, but maybe that is not where I should have responded since I have not heard back from you. I am very interested in talking with you to see what Blackbaud can do for this.

    I am usually available any time, so if you want to send me a few dates and times you have available, we can meet to discuss this. Thank you so much for selecting my idea!

    Sincerely,
    Sylvia

  • Sylvia Alaniz commented
    16 Jun, 2021 02:23pm

    I hope that I am responding in the correct spot. Yes, I would love to chat about this. I will be available any time this afternoon if that works for you.

  • Admin
    Thomas Walker commented
    16 Jun, 2021 02:15pm

    May we reach out to you for a discovery call? thanks

    I am the product manager working on A/R for nxt