Financials
40 results found
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Custom Workflows for Invoices
Jobs, contacts and work orders have customizable workflows with user created statuses. If invoices had this feature, it would provide a critical reporting element for different segments of clients/invoices.
A good example would be having a subset of invoices that are in 'Collections' status for delinquent invoices so they don't clutter up healthier AR.
11 votes -
Remove Sections from Invoice
On legacy invoices "Section" or "Section" total wasn't required, on the new invoice tool it is - our invoices aren't complex enough to need multiple sections or even a section title. We would like to be able to add products without a section/title again, it's an unnecessary extra step impacting our workflow
9 votes -
When trying to attach an invoice to an email you can no longer see if the invoice is paid or open. Add a column that shows its status
We don't need to see the column that show the kb size of the file. We need to see paid & closed with the amount and date or open invoice and the amounts.
1 vote -
Set default tax rate
When creating net new invoices, we should be able to set a default tax rate.
Usually tax rate comes from an estimate, but at times invoices are created without an originating estimate.1 vote -
Single Page for Each Line Item in Invoices
I would like to make each line item start on a separate page on invoices.
1 vote -
Invoice Defaults to 1 QTY
New invoice creation needs to default quantity to (1) instead of 0
2 votes -
Add multiple contacts to invoice to show all responsible parties
I can add multiple folks to sign the contract/estimate but can then only have one of those folks on the invoice. I know i can email an attachment of the invoice to more than one person, but I'd love to have all responsible parties included on the invoice as well!
3 votes -
Keep Legacy Invoices
Logo is concerned that the new invoice format, when they toggle 'Try the New Invoice Experience' will be the permanent format moving forward. Logo likes the older invoice format as they're able to edit the description box for line items.
4 votes -
Template field options for Customer Notes on Invoice
We like to add details about the invoice in the customer notes, it would save us a lot of time if we could add template fields or short codes to the invoice or invoice templates to automatically insert things like the customer name.
1 vote -
Information hidden on the estimate also hidden on the invoice that was converted
Having invoices that are converted from an estimate reflect the same hidden information such as pricing, quantity, sections totals, etc.
2 votes -
Ability to Create a Proposal without an Estimate
Would like to be able to create a proposal like an inspection page - be able to make one without generating a pdf
1 vote -
Custom Fees per Invoice
Right now the credit card fee handling is the same for all customers, but for some customers we want to cut a deal, so we would like to remove the fees easily for one customer or invoice
3 votes -
Allowing a manually logged payment to apply to a specific split payment in an invoice
Currently, if you log a payment manually and apply it to an invoice that has scheduled payments at different stages or progress through a job, you can select which split payment to apply it to. On the invoice, it will remove the split payment name of "deposit," for example, and only say "payment" with the date. Overall, it looks kind of rough and confused for a customer, especially since the customer has access to this invoice.
2 votes -
2 votes
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Turn off Credit/Debit card option
In QuickBooks, we have the option to turn off the credit/debit card option for each individual invoice. Can we get that option?
8 votes -
Keep Hidden Sections Hidden when Converting Estimates
Once an estimate is approved and we convert it to an invoice don't show the sections that were hidden in the estimate. Whatever was showing in the estimate should show up the same on the invoice.
2 votes -
sales tax
I would like for the selected tax rate to be able to be automatically selected in an invoice. We have missed collecting on taxes because that selection gets forgotten. Or have it selected by customer. Maybe make it a required selection when creating a job.
1 vote -
Hide invoice items if already hidden on estimate
The sections from the estimate that are hidden don't automatically transfer over when converting to an invoice. Would like that to automatically happen
3 votes -
Less Scrolling on Invoice Page
With the new process spreading the financial documents out and requiring scrolling to be able to view everything (notes and line items together), and the legacy process allowing everything to be seen at once, doesn’t the new way seem counterproductive since you have to go back and forth…and less efficient since more time is spent scrolling back and forth making sure everything is notated correctly corresponding with the line items?
6 votes -
Add Product to Converted Invoices (Legacy Estimate -> New Invoice)
When converting a Legacy Estimate into a New Invoice, you cannot add a new line item until you add a new section. However, if using NSE and New Invoices or Legacy on both, it allows you to add a line item without adding a new section. Would be great if the Legacy -> New conversion allowed for the same.
2 votes
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