Financials
70 results found
-
Pagination to Count All Document Pages
the ability to adjust the page sequence that shows up on documents that include an {{estimate}} short code; currently, the pagination only accounts for the number of pages in the estimate, which is very confusing to recipients who have a 5 page document (for example) but are only shown pages 1/3, 2/3, etc. in the middle of the document itself, rather than 1/5, 2/5, 3/5 on all pages.
2 votesMerged with other ideas, fixed, or declined.
-
Add option for SREC Collateral amount on estimates & invices
We need to be able to add an amount for SREC Collateral to an estimate total without it being part of the subtotal. This is similar to how to tax works except that it needs to be a input as a dollar amount that is determined by a formula, rather than a percentage.
1 voteMerged with other ideas, fixed, or declined.
-
Email template field for remaining amount due on invoice
To have a email template field that would show the amount remaining due on the invoice.
4 votesMerged with other ideas, fixed, or declined.
-
Hide the "Item" Column on Estimate Templates
I'd like the ability to not have the item name visible on an estimate sent to the customer.
2 votesMerged with other ideas, fixed, or declined.
-
Deposits/Installments Based on Percentage
When you create an invoice and accept a payment from the customer, you currently need to put in a dollar amount.
It would be nice to have an option to use a percentage of the total for the deposit/installment.
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
-
Automatic Recurring Invoicing
The ability to invoice clients automatically on a set date once a month. That way your company can have a steady cash flow, and so can your employees.
5 votesMerged with other ideas, fixed, or declined.
-
Add an overall markup to the estimate cost
I might be missing something, but the way it works now is to have a cost, then a price for each item, and the difference would be the markup. With this method, if our overhead changes, I would have to go through the whole products and services list, and increase the price for each item to compensate. If we could apply a markup directly to the total of the cost estimate, it would allow us to change the markup very easily on a job by job basis if we wanted too. Thanks
39 votesNot enough community interest.
-
Notes for Invoices
Why can't we add notes to invoices? Specifically for the ability to tag a team member and keep the conversation attached the relevant invoice instead of tagging on customer notes and sifting through random information.
2 votesNot enough community interest.
-
Editable Approval Date for Estimates
Having the ability to manually select an approval date. Currently when you approve an estimate, it automatically selects the date that the estimate was marked as approved. If a customer confirms the job as accepted on a Saturday, then the estimator won't mark it as approved until Monday. Considering that, the sale won't be applied until that workweek.
4 votesNot enough community interest.
-
Payments & Balance on Invoice Grid in Financials Tab
it would be nice when in the financial tab under invoice to see below the invoice any payments & what the actual balance is without having to actually click into the invoice.
5 votesNot enough community interest.
- Don't see your idea?