The majority of the information needed for the invoice for transactions is already entered. Why does an invoice not auto populate? On other platforms you just click a button and the invoice is auto populated and sent to the other brokerage with the information that was added in the transaction. Is that something that can happen?
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6 Comments
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SkySlope Supportposted
6 months ago
Admin
Created By Michael Said
Requester
This would be a great feature. I had this at my previous brokerage and it saved a lot of time.
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S
SkySlope Supportposted
6 months ago
Admin
Created By Brian Copland
Requester
Following up on this again. It is a huge waste of time to manually type up and attach an invoice with information that we already entered into the transaction. Is there any chance this much needed feature will be added?
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S
SkySlope Supportposted
6 months ago
Admin
Created By Brian Copland
Requester
Checking in on this as it has been a year. What is the status on this? Manually creating all invoices is very time consuming and seems like a basic feature that should be added since all the information needed is already in the transaction.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By David Gomillion
Requester
Hi Kallie,
Piggy backing on Brian's request to say that this would be an awesome feature to add.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Brian Copland
Requester
Hi Kallie,
It would be best if the invoice just lives there as an available option once the transaction is created. If the transaction has incomplete data fields that are required for the invoice, the invoice would still be created but just have blank fields. To be most useful the invoice would not only auto-populate it would show you what it looks like and give you the option to send the invoice by email or save as pdf. Similar to what other programs have such as Salesforce.
0 Votes
S
SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Brian!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Would you like to see this option to click a button that auto-populates the transaction information once the file is closed?
Would it be helpful to have an invoice section included in the documents or log tab in a file to send for email?
Created By Brian Copland
RequesterThe majority of the information needed for the invoice for transactions is already entered. Why does an invoice not auto populate? On other platforms you just click a button and the invoice is auto populated and sent to the other brokerage with the information that was added in the transaction. Is that something that can happen?
0 Votes
6 Comments
SkySlope Support posted 6 months ago Admin
Created By Michael Said
RequesterThis would be a great feature. I had this at my previous brokerage and it saved a lot of time.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Brian Copland
RequesterFollowing up on this again. It is a huge waste of time to manually type up and attach an invoice with information that we already entered into the transaction. Is there any chance this much needed feature will be added?
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Brian Copland
RequesterChecking in on this as it has been a year. What is the status on this? Manually creating all invoices is very time consuming and seems like a basic feature that should be added since all the information needed is already in the transaction.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By David Gomillion
RequesterHi Kallie,
Piggy backing on Brian's request to say that this would be an awesome feature to add.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Brian Copland
RequesterHi Kallie,
It would be best if the invoice just lives there as an available option once the transaction is created. If the transaction has incomplete data fields that are required for the invoice, the invoice would still be created but just have blank fields. To be most useful the invoice would not only auto-populate it would show you what it looks like and give you the option to send the invoice by email or save as pdf. Similar to what other programs have such as Salesforce.
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Brian!
Kallie from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I've documented your request and also had a couple of questions for you:
Thanks again and have a great day!
0 Votes
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