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Financials

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8 results found

  1. Void Stamp on Voided Invoices

    I would like it to say "Void" at the top of an invoice when voided, just like it says "Paid" when paid. That would surely help us decipher if just glancing at thumbnails when trying to attach documents to emails, or really just in general it would be nice for reference later.

    7 votes

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    2 comments  ·  Invoices  ·  Admin →
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  2. Edit invoice layout

    Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.

    8 votes

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    0 comments  ·  Invoices  ·  Admin →
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  3. Split payments by amount

    Would like to be able to change the invoice split payment by exact amount, not just percentage

    33 votes

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    3 comments  ·  Invoices  ·  Admin →
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  4. Invoices Reflecting Overpayment

    Invoice amount is for $200-, customer over pays say $225- it just marks the invoice paid, it shows the credit down below in the invoice payment section. We'd like the invoice to show a negative number until we enter a credit memo to reflect us reimbursing the customer or accepting the over payment for transparency sake.

    18 votes

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    0 comments  ·  Invoices  ·  Admin →
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  5. Automation to convert financials once certain status is reached

    The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,

    3 votes

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    1 comment  ·  Invoices  ·  Admin →
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  6. Markup Slider on Invoices

    Have the markup slider on invoices.

    2 votes

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    0 comments  ·  Invoices  ·  Admin →
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  7. Voided Invoices zero out the total.

    The ability to void an invoice and have the total reduce to zero from that action.

    3 votes

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    0 comments  ·  Invoices  ·  Admin →
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  8. Warn About Unsaved Changes when editing invoices

    Several times now I have backspaced while creating an invoice and lost all the items I had entered because it went back to the previous page. It would be nice if there was a warning asking if you want to leave the page with unsaved items.

    16 votes

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    Viewed  ·  2 comments  ·  Invoices  ·  Admin →
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