Financials
523 results found
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Allow one payment to apply to multiple invoices and show the credit amount automatically
We ran one payment in JobNimbus Payments for two invoices on a job, and we weren't able to apply it to the two invoices, so we had to manually record it as two separate payments. It'd be really helpful to apply the payment to multiple invoices or at least to show a preview of the credit available on a payment if it was over the invoiced amount rather than having to manually create a credit memo.
2 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 -
Estimates Pending Signature Total For Board Columns
We are able to do {{last_estimate}} on board cards, which is great. But we would like to be able to do the same for the options for the column totals.
3 votes -
Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
1 vote -
Commas in Legacy Estimates
Allow commas to be an accepted input in Legacy Estimates.
1 vote -
Create new Email Templates in Estimate Email Settings
In the new sales experience estimate settings, there's premade email templates for different situations (Sent for signature, document signed with deposit requested, etc) that you can edit and customize.
We would also like to be able to create new templates here, to have multiple options for each situation such as 3 templates to choose from for the document signed with deposit requested situation.
1 vote -
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 -
Being able to apply a JNP payment to an invoice on a different related record
You are unable to apply a JobNimbus Payments create payment to a related invoice on a separate record. For instance if the JNP payment is logged on the job and you want to apply that payment to the invoice on the contact, it does not allow you, but you can do it with a manually created and logged payment.
1 vote -
Fix error when adding a credit/discount line item in NSE Estimates
If you type "-25" in the price box for a line item on the new estimates experience, the system shows an orange error bar up top and changes the result in the price box to "NaN25". You have to instead type in "25" click out of the box, then click back on the box to type the "-" before the numbers in order for the system to accept the credit/discount amount properly.
2 votes -
18 votes
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View PDF in Estimate tab when Job is Merged
Ability to still see PDF in Estimates tab when Jobs are Merged
1 vote -
Allow for Required Fields or Steps in Estimates
User would like to have a required field or step for ensuring that when their Sales Reps are building the Estimates they don't send for signing before certain things are done
i.e. must add specific items or quantities before the Review and Share button is active
1 vote -
Increase Company Name Character limit on Estimates (New Sales Experience)
On the estimates in NSE if we put the name "Custom Sound Builders" then the estimate PDF only shows "Builders" as the name. We want to be able to enter the full company name and have that show on the estimate.
2 votes -
Custom Page with Photo Attachments in NSE
Currently the only way to attach photos to NSE estimates is via the inspection page. Would be great if we could add them on a custom page as well, like how we can add pdfs to additional pages.
6 votes -
Option to Hide Package Pricing Until Final Estimate Summary
Ryan at Gray Duck Roofing is requesting the ability to hide individual package pricing (Silver, Gold, Platinum) on the estimate pages and instead display all pricing on a final summary page. This change would allow their team to first walk clients through company values and the benefits of each package without the distraction of upfront pricing, helping to better communicate value before discussing cost.
2 votes -
Converting NSE Estimate to another Document when in Approved Status
Would like the ability to convert an NSE Estimate to another document when in an Approved Status.
1 vote -
2 votes
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Increase the image preview window in NSE Estimates
When selecting images to insert, the pop up window and the images are small and hard to view. Could we increase the size or add the option to be able to increase the preview size?
2 votes -
Templates for "Cost" in Profit Tracker
It would be helpful to be able to make templates for the Cost tab if we are entering information manually. Being able to create a template would save us a lot of time.
2 votes -
Increase New Sales Experience Estimate Product Description Space
Their biggest issue is estimates. They are very and detailed long line items which NSE doesn't really allow to have. Since of this, it seems they can't build estimates so instead, I provided a workaround for every trade, line items, descriptions and even cost to be added in description since it doesn't have a limit and only the headers will go to estimate details with their prices so they can have them signed with the right cost and value.
Have more space for ad-hoc line item description
2 votes
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