It would be nice to edit the invoice is SM Work Order Billing including adding trip notes if needed and correcting and ADDING line items. As well as previewing the invoice without it automatically going into SM Invoice.
Jess Miller
| Company | TMI |
| Job Title / Role | Service Department Administrator |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
Have you checked out the settings for this in [SM Company Parameters]?
Open that form, then find the button [WO Invoice Desc. Options], and see if any of those work for you.