Financials
6 results found
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Default Expanded Description Box
I would like the option to default expand the description box for invoices.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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