HTML Invoice View in Admin Interface
by TSC Media ยท 9 months ago
Hi Blesta Team
I would like to submit a feature request regarding invoice visibility in the admin interface.
Currently, the only way to view invoice line items in the admin area is to edit the invoice or download the PDF and open it externally. This becomes quite tedious, especially when a client has multiple invoices for the same amount and you simply want to quickly see what a specific invoice was for.
A common example is when recording or reviewing payments. To check the invoice items, the invoice must first be downloaded as a PDF, which interrupts workflow and slows down day to day administration.
It would be extremely helpful if the admin interface offered an HTML invoice view when clicking an invoice, similar to what already exists on the client side with the HTML Invoice view. This would allow admins to quickly view invoice items directly in Blesta without needing to download the PDF.
This small usability improvement would make invoice management significantly faster and more efficient for administrators.
Thank you for considering the request.
Comments (1)
A view option would essentially show the same thing as the edit option, what makes an HTML view better? We added an HTML view option in addition to PDF download in the client area, but staff can edit an invoice - even if they don't save it, to see what's on it, and then if it needs adjusted they are already in the right place. Curious what we gain with an additional HTML version.
If this has to do with making a payment, maybe there should instead be an option to show the invoice line items on the payment page when/after an invoice(s) are selected? I can see how that would be a benefit as it would fit right into the workflow when making a payment, rather than opening another tab.
3 voters