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JobNimbus Feedback

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Financials

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6 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
    0 comments  ·  Invoices  ·  Admin →
  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
    0 comments  ·  Invoices  ·  Admin →
  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
    0 comments  ·  Invoices  ·  Admin →
  4. Default Expanded Description Box

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

    1 vote
    0 comments  ·  Invoices  ·  Admin →
  5. 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
    0 comments  ·  Invoices  ·  Admin →
  6. 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
    0 comments  ·  Invoices  ·  Admin →
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