Financials
39 results found
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Split Payment Based on Dollar Amount
When entering an invoice and there is the split option on top, it allows only for percentages to be collected, not dollar amounts. Sometimes we collect the deductible up front which is a dollar amount. Or, we will collect an amount upon delivery of materials, but I have to calculate what that percentage is because we cannot put in a dollar amount
63 votes -
Invoices/Payments 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.
23 votes -
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 -
Progress invoicing
We often bill jobs based on a percent of work completed OR based on certain items being completed. If we have a $12,000 job, we will bill a $4k deposit, a 4k progress invoice and $4k on final. Alternatively, we might have 20,000 Sq. Ft. of work to do but it's being completed in phases. So we might bill out 60% of the work as a progress invoice and bill the remaining work upon completion.
It would also be extremely beneficial to allow change orders to be added as a new "section" on the estimate and allow this to flow…
12 votes -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
11 votes -
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.
9 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.
9 votes -
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.
8 votes -
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 -
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
7 votes -
Collect Interest on Past-Due Invoices
Wants an ability to enable interest charges on past due invoices
7 votes -
Custom Status for Invoices
Ability to set custom statuses for invoices
7 votes -
No Email Necessary; for Approval on Estimates to convert to an Invoice
If a customer does not have an email address and we manually "Approve" the estimate we do not need to make a "fake" email address for the customer, to mark it as signed and then, be able to convert to an invoice! If we mark it "Approved" and make note of how it was approved (in person, over the phone, signed sheet, etc.) and just be able to convert it to an invoice anyway, should be an option.
5 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?
5 votes -
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,
5 votes -
Show Invoice Totals on Financials Tab
Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns
5 votes -
Voided Invoices zero out the total.
The ability to void an invoice and have the total reduce to zero from that action.
4 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.
3 votes -
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 -
Recurring Invoices
Would like to make recurring invoices that automatically create
3 votes
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