Additional Options for Proposals & Invoices | MOCO

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Additional Options for Proposals & Invoices.

Neue Optionen für Angebote und Rechnungen(English image not yet available)

Adopt Introduction Text for Invoice

By default, when creating an invoice, the standard text is automatically filled into the text field. Now, a small blue options link at the bottom left (1) allows you to adopt the text from the proposal instead. This can be particularly useful when specific details need to be identical in both the proposal and the invoice. 

This option is offered directly during creation.

Select Recipient Address

When generating an invoice from a proposal, the invoice address is used. Now, you can alternatively select the proposal address if it differs (2)

New Variable for Client Name

In addition to the {recipient} variable for the recipient address, the {company_name} variable is now available for the company name (3). This applies to invoices as well.

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