Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Include all Fees based documents in OpenSpace Invoices screen

I can now see that when we upload a pro-forma invoice to our clients it is now being shown separately in the “Invoices” screen, which is great. However, we also issue our clients with a VAT receipt once they have paid us.

Can these Receipts documents also be shown in the Invoices screen? At present they are simply lumped in with all other documents we upload in “Files from [Practice name]” rather than being included in the Invoices screen.  

It would also be useful to include statements in there too.

  • Neil Whittingham
  • Nov 19 2018
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  • Mike Turner commented
    19 Nov, 2018 02:53pm

    Thanks Neil, i will look into this and come back to you