Raise an invoice from your pocket

A quotation or an invoice is a table of lines, and a line has eight columns: what it is, its HSN code, how many, in what unit, at what rate, less what discount, at what tax, coming to what. Eight columns will not go across a phone, so it scrolled sideways, and scrolling to the rate took the item off the screen. A figure with nothing beside it is a figure nobody can check, which on an invoice is the only thing that matters.

So a line is no longer a row. It is a card: what it is across the top, the figures in a labelled grid under it, and what it comes to at the foot, with the tax under that. Sections and notes keep their own shapes, because a heading is not a priced line and should not pretend to be one.

Every place the suite hid something on a small screen was checked for whether it was hiding a duplicate or hiding a feature. Two were features. A record’s side panel had been dropped as a repeat of the page above it: its heading was, but its rows were not, and on a lead those carry the warning that this one is already in the CRM and what is outstanding against it. And a column’s order could be read on a phone but not changed, because it is changed by dragging a column heading and a phone has no headings. Both are back, the second with arrows a finger can hit.

While checking this, one earlier fix turned out to have been working on only half of what it claimed. Fields were meant to be 16px on a touchscreen, because below that iOS zooms the page in on focus and does not zoom back out. Dropdowns were; text boxes were not, because the rule they had to override was written more specifically than the rule overriding it. Every field is now what it was supposed to be, and the build checks that the rule still wins rather than merely that somebody wrote it.