Feature Requests
Share ideas, discuss and vote on requests from other users in community
 

Preserve client details upon invoice generation to prevent profile changes for existing invoices

Emil Falcon shared this idea 3 weeks ago
Under Consideration

I would like an additional option in the General Settings > Invoices tab for:

Store Client Data Snapshot

Currently you only have the choices:

1- Preserve client details upon invoice generation to prevent profile changes for existing invoices OFF

2- Preserve client details upon invoice generation to prevent profile changes for existing invoices ON

I would like to add a third choice:

Preserve client details upon invoice payment to prevent profile changes for existing paid invoices

This would eliminate a major pain point where clients are currently contacting us after the invoice has been generated but before it was paid and asking us to change the contact info but we are unable to because we are preserving client data for compliance purposes so the workaround is long and tedious.

Small change that would really make our lives easier.

Thanks!