Auto populating invoice

Posted about 2 months ago by SkySlope Support

Post a topic

S

SkySlope Support Admin

Created By Brian Copland

Requester

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?

0 Votes

6 Comments

S

SkySlope Support posted about 2 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.

0 Votes

S

SkySlope Support posted about 2 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?

0 Votes

S

SkySlope Support posted about 2 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 Support posted about 2 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 Support posted about 2 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 Support posted about 2 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?

Thanks again and have a great day!

0 Votes

Login or Sign up to post a comment