Financials
114 results found
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Manually able to enter Invoice Number or Job number on Estimates/invoices
I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.
6 votes -
Bulk Edit on estimates, invoices, and work orders.
I would like to have the ability to click on multiple line items in an estimate, invoice, or work orders and delete them all at once. Right now we have to manually click on the X to the left of every item. This would save lots of time
9 votes -
Built in calculator on estimates & invoices
I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.
4 votes -
Create Partial Invoices from Estimate
Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.
6 votes -
Add Contact Info to Invoice Reports
It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.
3 votes -
Add discounts field to estimate and/or invoice
Being able to add % discount as a field or drop would help the sales team be able to function better in the house.
7 votes -
Overdue Invoices
It would be helpful if instead of days in status, once a due date passes it tells you how many days overdue the invoice is.
8 votes -
Add Past Due on Invoice Terms
It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.
9 votes -
Invoice fields should be available as template fields
We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.
5 votes -
Merging Estimates
Make it so you can merge estimates
8 votes -
Ability to change UoM on estimates when using a saved estimate template
I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.
13 votes -
amounts due as a dollar amount $ instead of a percentage%
When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount
11 votes -
Revise Quotes and add revision number
It would be great if we had an option to create a revised quote from an existing quote. Numbered like this original # 1000 revised # 1000-2. That way we could keep the original. I've had to revise quotes a number of times and a couple of times I had to revert back to original.
23 votes -
Ability to duplicate estimates and save under a different job
It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.
14 votes -
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
COMBINE MULTIPLE ESTIMATES IN ONE INVOICE
17 votes -
the ability to modify column size on estimate and invoice templates
Currently, lots of space is wasted on estimate forms because you cannot modify the item column. It takes up too much space; making an otherwise one page estimate into a two page estimate. I don't like it.
6 votes -
Invoice Term: "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date
We register a deposit from the customer, the customer wants a receipt, there is no way to email a payment confirmation right? We have to email an Invoice, correct? Well the Invoice only allows for a specific date as the due date, or "Due Upon Receipt (of the Invoice)". We don't know when the actual install is going to happen, so we need "Due Upon Completion" and/or "TBD" and/or "Net##" Without a Specific Date.
12 votes -
Use multiple templates in one estimate
We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.
28 votes -
Ability to add signature line to estimate template (with page breaks!)
We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.
That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…
29 votes -
Ability to combine several templates on to one estimate.
Ability to combine several templates on to one estimate.
6 votes
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