Invoicing and the appearance on a cell phone

[Cindy_Glover]

Hi everyone!! Hope you all had a wonderful Thanksgiving!

We are “just about” ready to use the Invoicing capabilities in InfusionSoft - So far, everything looks good.

The problem I’m running in too is the initial invoice and the appearance of it.

To quote my boss - It seems “Clunky” - I spoke with IS Support and he said this “could” be fixed in the next upgrade but I was wondering if any of you had any recommendations?

I know we can always go to a 3rd party but I love the idea of our Client’s accepting the Estimate/Proposals and then it automatically turning it into an Order.

I wish I could attach a Screen Shot so you know what I’m talking about but not sure how to do that.

Also, with the new interface, is this a non-issue?

Any suggestions?

[martinc (Martin Cash)]

Hi, @Cindy_Glover. This is what the default invoice looks like in the new interface. It’s also responsive, so it fits on mobile screens:

[Cindy_Glover]

Are you able to take a snap shot on your phone?

I’d SO appreciate it!

[Cindy_Glover]

Also, if I may ask.

Is there a limitation on Characters for the Description?

As you probably know, we have a 250 character limit now.

[martinc (Martin Cash)]

It looks like the limit is a couple thousand characters

[Cindy_Glover]

I GUESS that’ll be enough LOL

[martinc (Martin Cash)]