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Estimate/Invoices Layout Suggestion - Client Suggested

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  • Official comment
    Thryv Product Team

    Hi, Andy,

    Created dates for invoices and estimates are listed under Estimates and Invoices:

    It is also located when you click into the invoice or estimate as well:

     

    On the attachments feature, we would recommend sending any attachments as a document while we work on ways to better streamline this process for you. For Terms & Conditions that are longer than the allowed character limit on invoices and estimates, we would also recommend utilizing the documents feature to send it to customers. More on sending documents can be found here.

     

    Thanks,

    Your Thryv Product Team

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