Feature Requests

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Apply Trust to invoices BEFORE invoices are sent

Trust should be able to be applied to an invoice before that invoice is sent out to the client. Extremely confusing for everyone who sees the invoice why it can't be.

  • Guest
  • Sep 23 2022
  • Already exists
How often would you use this request?

Every time we need to create an invoice and apply trust - multiple times per month across however many clients.

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  • Emmaly Helt commented
    28 Sep, 2022 01:44pm

    Mine apply the payment. When you set up the trust, make sure you select the "Auto pay invoices from this trust?" option.