Financials
286 results found
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Products & Service supplier details
For the materials, it would be awesome to have all the details about the products, including the ability to add photos to the product itself (not just the estimate, so it can be reused);
Adding vendor contact/ order info, including hyperlinks to their websites so ordering materials is much faster with a few clicks.
Adding internal notes for anything else, like last updated pricing, Part Numbers or things you just don't want the client to see.
2 votes -
Dates on Split payments. Leave the blank or modify later.
It would be great if we could create a split invoice without the need to enter a payment date for each percentage.
20 votes -
Custom Totals in estimates
Currently entering in line items and prices it adds up a total on the lower right. At times, we may not want to add prices to line items and just input a custom grand total. It would be nice to not have to input prices in the line items, or sections totals, and just be able to type a grand total into the sub total and total at the bottom of the estimate.
17 votes -
Budget automation
Can the budget section be automated. Where it takes the totals of the estimate/invoice, commissions, work orders and material orders automatically. SO when ever you add a new work order or material order it updates the budget totals.....?
15 votes -
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.
18 votes -
Turn two estimates into one invoice
It would be great if we could turn two estimates into one invoice just like we can do in QuickBooks.
6 votes -
Automation to convert financials once certain status is reached
The option to have financials automatically converted to an invoice via automation once contract signed or different status is reached,
4 votes -
Smart estimate adding text for contract
Please add a way to add contract language/verbiage to the smart estimate
5 votes -
Toggle Button for credit card fees on estimate.
We absolutely need a toggle button enabled to turn on and off credit card fees on each estimate not just an “all off or on” button. Not being able to switch this on for a contract payment the other day ended up costing us $900 in credit card fees. This needs to be fixed sooner rather than later. Thank you
11 votes -
DESPERATELY NEEDED ADDITION TO THE PRODUCT CATALOG AND QUOTES FUNCTION
Adding a section on each line item to add internal notes such as bulk cost breakdowns, part numbers, last time pricing was updated notes, etc. BuilderTrend has this functionality and it is so helpful in both the price catalog and when writing quotes.
3 votes -
Ability to hide line item price and still show section totals.
On estimates, it would be great to have the ability to hide the price of line items and still show section totals without revealing the price of the item. Currently you can remove the Show Amount Column in template settings but then it won't show section totals even when the check box for show section totals is turned on in the template.
14 votes -
Deposit due date without remaining due date on invoices
We are a contracting company and require a downpayment for our large projects. We like the split payment feature, but we do a lot of projects months in the future so putting a final due date on the invoice isn't realistic and we don't want the invoice to show overdue. We would like a way to split the payment with a required date for downpayment but an open date for the remaining balance.
9 votes -
Set new default Estimate Template when creating new estimate
Reorder estimate design template options when creating new estimate
2 votes -
Ability to add custom fields to invoices
It would be great to be able to add custom fields that can auto populate check numbers to the invoices to show applied payments.
2 votes -
Disable payments per invoice
I would like to turn off the Global Payments option on an individual invoice instead of having to turn it off in settings for the whole account
3 votes -
Ability to select additional recipients for payment receipts
Have the ability to select additional recipients to receive the payments receipt when collecting a payment through Global Payments integration. Currently only the sales rep and primary contact get the receipt.
4 votes -
Be able to toggle off profit, margin and total on mobile app
Be able to remove the profit, margin and total area on an estimate on mobile app.
2 votes -
Send Invoices with additional attachments
Ability to attach other documents to invoices sent from the financials tab. This way the invoice will show as sent, and can include a contract document, or other documents as needed.
2 votes -
custom statuses for invoices
Ability to set custom statuses for invoices
2 votes -
WORK ORDER AMOUNT(S) SHOWN IN WORK ORDER SECTION
With every "Section" (Invoices, Estimates, Payments) there is a column showing the amount of each document. That is except for Work Orders. When contractors are doing large-scale jobs and have to bill them, they are required to show what they have paid each sub-contractor. As of now, anyone using JN has to either click on each one individually in the work order section, or go to documents and filter, and click on each one. We cant even create a report (in reports) that shows amounts as the column is not available in the "Add Column" section. This should be very…
9 votes
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