Financials
283 results found
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Save Feature
I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now
4 votes -
When an estimate is sent, why doesn't the status automatically update to sent?
When I send an email and attach the estimate, the system should recognize that it was sent. Perhaps by a "viewed" trigger, since the system is capable of displaying read receipts.
8 votes -
The ability to move an estimate from a customer to another job; ie: change the customer on the estimateThe ability to duplicate an estimate,
I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer23 votes -
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 -
Add multiple templates within one Work Order - Sections
I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.
2 votes -
Change Order Template
A change order template similar to Work orders and Material Orders with all the same automations.
Possibly ability to send for a signature? Maybe by attaching to a document?
11 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.
7 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 Company Name to Payment Receipt Emails
The Company Name needs to be included on the payment receipt emails that are sent by WePay.
3 votes -
Show which document is related when converting
Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders
4 votes -
Allow Special Instructions section to be removed from Estimate templates
Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty
6 votes -
Percentage Rate Viewing Budgets
It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.
4 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 -
Add an option to create custom design templates for financial documents such as Material Orders, etc.
Add an option to create custom design templates for things like Material Orders, etc.
4 votes -
Credit to be allocated against invoice to reflect refund
Create credit memo that is allocated against the invoice to reflect refund.
10 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
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