Financials
11 results found
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Simplify the invoice payment and totals section (e-check/credit card options) and customer "checkout process"
Having two separate payment buttons, whether by e-check or credit card, can be a bit confusing for some customers. We've had a half-dozen customers send us a physical check for the credit card amount in the past year. I've attached a draft mockup picture to this feedback submittal to better illustrate the idea.
15 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.
3 votes -
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 -
Invoice Subject Line
I would like to be able to edit the invoice subject line so I can include the claim number. A lot of time insurance companies require that the claim number be in the subject line.
1 vote -
Edit invoice layout
Add ability to edit invoice layout to better accommodate longer invoices and prevent payment options from being cut off.
7 votes -
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 -
Default Expanded Description Box
I would like the option to default expand the description box for invoices.
1 vote -
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 -
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" status1 vote -
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.
14 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
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