Name of Feature/Request: Be able to invoice straight from a Credit Card Charge
What financial, time savings, or quality of life improvements will occur from this: Streamline the process of invoicing customers. | Frequency: This is everyday | I strongly believe this will help streamline entering credit card charges and invoicing the customer helping everyone speed things along (mostly the Purchasing team) It would be super helpful if we had an option that was Save & Invoice at the bottom next to Save & Close. I know this is an option from the Billable & Expense page. Personally I deal with invoicing customers all day everyday, so if I had the option to Invoice the customer straight from the Credit Card page that would be super super helpful and help me do that part of my job faster.
Attempted Solutions So Far: Mark items as billable on the CC Charge and then add those Items from the choose from unbilled Items on the Invoice.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: As of right now the process is to create the Credit Card Charge, mark Items as billable, save it, go to Invoice, choose from unbilled items, then save Invoice.
StrivenID: 5539088