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Financials

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10 results found

  1. Change "Amount Paid" on Invoice

    When creating an invoice and applying a credit memo, the boxes show that there was a credit applied, but also the "Amount Paid" matches the credit. I would like that to be 0 as there was no payment made so it can be misleading that both a credit was applied and a payment amount is showing.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  2. Accounts Receivable Month End Report

    I would like to create a report for accounts receivable that tells me what was outstanding at the end of each month for each month this year.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  3. TEXT INVOICE TO RELATED CONTACTS

    CURRENTLY, YOU CAN ONLY USE THE "SEND TEXT" INVOICE FEATURE TO THE NUMBER ON THE PRIMARY CONTACT OF A JOB. SOMETIMES WE NEED TO SEND THAT SAME TEXT TO THE RELATED CONTACTS ON A JOB.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  4. Default Expanded Description Box

    I would like the option to default expand the description box for invoices.

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  5. 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.

    4 votes

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    1 comment  ·  Invoices  ·  Admin →
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  6. Highlight Special Instructions on invoices

    Formatting options for text in special instructions on invoices. I would like to be able to highlight the text to bring attention to it at the bottom.

    1 vote

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  7. Custom Invoice status's

    Ability to create a new status's eg.(Workmanship Pending, Leak Eval, Refusing, No Answer, Wants Credit, Sent check, Requesting Supervisor etc)
    This addition would make it easier to categorize pending payments without needing to use additional software as well as allow for automations and detailed invoice reporting
    Even if it has to be a different category name "Reason not paid" status

    1 vote

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    0 comments  ·  Invoices  ·  Admin →
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  8. Edit invoice layout

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

    7 votes

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  9. 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.

    16 votes

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  10. 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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