Decline w/ Notes - Fiskl - Intelligent Finance Manager for Any Small Business

Decline w/ Notes

3 votes

In the area where a customer can decline an invoice or quote, there should be a box area where they can specify why they are declining – rather than them having to write up another entire email separately. The message I receive when they decline could be something like “Customer X has declined your quote – with comments”.

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1 Comment

  • Shawn Vader

    We did have some basic messaging within the invoice & estimate. We removed this as we could not record it and we have plans to store this conversation alongside the invoice or estimate. It will form part of our audit but you will get the usual notifications

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