Financials
261 results found
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Manually able to enter Invoice Number or Job number on Estimates/invoices
I would like to be able to manually enter job numbers on invoices and estimates approved. We give numbers for multiple locations so this causes and issue. It's creating an invoice number that isnt' "real" so our customers are confused.
6 votes -
Single grouped price in estimates
What I need is for it to show individual quantity for each item but not price just a total group price. I don’t want to show what each item cost, just how many the estimates includes but I do what to show the Toal for that group.
3 votes -
Change Order Template
A change order template similar to Work orders and Material Orders with all the same automations.
Possibly ability to send for a signature? Maybe by attaching to a document?
7 votes -
Save Feature
I'd like to have the option to SAVE my documents/ estimates/ invoices while I'm working on them (without it closing on me); Sometimes they are quite long and I've accidentally closed the screen after spending a long time on entering information. The only option is to save and close now
4 votes -
Credit to be allocated against invoice to reflect refund
Create credit memo that is allocated against the invoice to reflect refund.
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.
8 votes -
Add Past Due on Invoice Terms
It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.
9 votes -
Sections that group line items together
I think it would be immensely helpful for sections to group the line items together. Doing this would open up a whole list of possibilities, including:
-moving whole sections together instead of one line item at a time
-mass deletion of sections
-adding line items to specific sections
-creating work orders off of individual sections
-creating "pre-made sections" to add to estimatesDoing sections like this would solve a lot of issues my company has and covers some issues other posters have pointed out as well. Specifically, this would allow a more building-block way of making estimates so we could…
21 votes -
Create Partial Invoices from Estimate
Create partial invoices from estimate to later combine and create a final invoice. All invoices will be sent to the contact.
6 votes -
Add discounts field to estimate and/or invoice
Being able to add % discount as a field or drop would help the sales team be able to function better in the house.
7 votes -
Allow Special Instructions section to be removed from Estimate templates
Would like to eliminate sections from my Templates in order to avoid blank pages in my Estimates when the Special Instructions field is empty
6 votes -
Built in calculator on estimates & invoices
I would like to be able to add, subtract, multiply, and divide in the price box when creating an estimate or invoice.
4 votes -
Show which document is related when converting
Would like to see the Work Orders reference which estimate they were converted from for instances where there are multiple estimates and multiple work orders
4 votes -
Add an option to show line totals on work orders
Add an option to show line totals on work orders
7 votes -
Add an option to create custom design templates for financial documents such as Material Orders, etc.
Add an option to create custom design templates for things like Material Orders, etc.
4 votes -
Percentage Rate Viewing Budgets
It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.
4 votes -
Ability to change UoM on estimates when using a saved estimate template
I would like to have the ability to change the UoM on line items within a saved estimate template when creating a new estimate. It currently only shows the UoM that was saved with the template and not all of the options available. We have to delete the line item and add it back to get the UoM options.
13 votes -
Add Contact Info to Invoice Reports
It would be highly beneficial to be able to include the specific contact information to Invoice reports ie: address, email, phone number.
3 votes -
Add Company Name to Payment Receipt Emails
The Company Name needs to be included on the payment receipt emails that are sent by WePay.
3 votes -
Add multiple templates within one Work Order - Sections
I would like to add more than one saved template to the work order from the drop down template menu. this would allow us to compound the templates together on the work orders and build them faster.
2 votes
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