Topic: Troubleshooting & Bug Reports / Couple of Suggestions

While I’m loving Cashboard, these ideas would definitely make my working experience with Cashboard a bit easier and maybe some other people can benefit out of it.

In the Invoice where we have the required “Title” field, it would be great if this was a drop-down that had pre-defined tasks added somewhere in the application. So for example, I could add “Domain Registration” in the drop down and in the description field have details.

Going a step further, maybe each task can have a defined price per unit/quantity as well so when thats added to the invoice, the unit price is automatically added.

Furthermore, in the drop down, a “Custom” option could exist that could allow you to manually over-ride the method above and do things like they’re done at the moment.

Also, it would be great if there is an option to have the Client actually billed in their base currency (instead of the conversion with an approximate figure.) The conversion amount can be applied to my dashboard/internal records.

Topic: Liquid Templates / Colors of Invoice

Thank you Sir!

That certainly did what I wanted it to

Topic: Troubleshooting & Bug Reports / Making an invoice Recurring after entering details

I know that you can make an invoice recurring when initially creating it. But if you dont do that when creating it, then is there a way to make it recurring after its already created?

Topic: Liquid Templates / Colors of Invoice

I guess the default color of the invoice is that blue-ish background with different colors for the invoice list items and the total bar. Where can I change these colors? I looked at the style sheet but couldnt find in there

Thanks

Topic: Troubleshooting & Bug Reports / Adding Notes to Invoices

Got this one figured out.

Have another question though- is it possible to increase the number of decimal places for currency?

You see, I see advertising space on websites so lets say 10,000 impression are sold at the rate of $0.038. However, Cashboard is rounding this of to 0.04 giving the wrong sub-total.

Topic: Troubleshooting & Bug Reports / Adding Notes to Invoices

I can see if templates that there is an option for Notes in Invoices- but where do I add them when creating an invoice? Also, is it possible to add a permanent note to invoices such as bank details?