Pinned ideas

PINNED Recalculate Fees right on Invoice

Right now, you have to fully void or remove requests from an invoice in order to re-calculate fees, which in turn creates a lot of extra work in the event that a series of requests was incorrect. If we could recalculate at the current space fees a...

Contracts/Invoicing

Showing 76 of 472

1 VOTE

Ability to send "Draft" Invoice of Accurate Estimate to users for review before finalizing

I want to be able to send a user a "draft" invoice or accurate Estimate that I have proofed. Many times I send an invoice and when the users sees the invoice they realize they want to change something. Then I have to edit the invoice manually or d...

Lorraine Fiorre about 3 hours ago in Contracts/Invoicing 0

2 VOTE

Undoing Cancel on an Approved event should bring back the Cost on the invoice

Ran into a scenario recently where we had to cancel an approved event already invoiced. We discovered that if you were to undo a cancel, it makes the event approved again but does not bring back the cost of the event onto the invoice. This seems c...

Dan Grassel 4 days ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

1 VOTE

I would like the "day" added to the contract. It shows the day of the week when you view all occurences but when you print contract it just has the date listed...

It should show what people requested in terms of days of the week instead of just dates

Guest 3 days ago in Contracts/Invoicing 0 Being Reviewed

1 VOTE

View all versions of invoices sent

It would be useful to be able to see all versions of an invoice sent out to a user. So if the invoice has been updated and sent multiple times, you can see each version of that invoice sent out and when it was sent to see the changes made and at w...

Guest 3 days ago in Contracts/Invoicing 3

2 VOTE

Setting invoice due dates set to the end of an event

Currently, it seems invoice due dates are set to either "x number of days after submitting a reservation" or "x number of days prior to an event." I would love to be able to set an invoice to be paid upon the LAST day of an event. For example, man...

Guest 18 days ago in Contracts/Invoicing 1 Being Reviewed

3 VOTE

Recalculate Fees right on Invoice

Dan Grassel about 2 months ago in Contracts/Invoicing 1 Being Reviewed

2 VOTE

Being able to waive fees on individual line items in a multi line item invoice

A number of our invoices contain a facility use fee, staff fee and additional fees based on equipment required. In some circumstances, we would waive the facility use fee, but keep the other fees. We want to be able to show that the fee was waived...

David Wilde about 1 month ago in Contracts/Invoicing 0 Being Reviewed

2 VOTE

Notification Bubbles accuracy

The bubbles that show new to Manage Groups and Bulk Invoicing never really show accurate values. It will say 1 next to Manage Group but there will actually be 4 groups in a pending status needing approval The same with Bulk invoicing. For me it wo...

Dan Grassel about 2 months ago in Classification/Groups/Users / Contracts/Invoicing / Notifications 1 Already exists

4 VOTE

Ability to adjust additional charges based on certain parameters

We would like to be able to charge only one custodial or clean-up fee for a group submitting multiple room reservations at one location during the same time frame. We currently charge an hourly rate with a minimum but if more than one space is sel...

Guest 5 months ago in Contracts/Invoicing 0 Being Reviewed

3 VOTE

HTML Editor option in Contracts screen

Without having the HTML Editor option when designing our contracts, that really limits our ability to clean up how our contract is presented to our users: Trying to do things like: Center textForce page breaksApply headings Is extremely difficult.

Dan Grassel 4 months ago in Contracts/Invoicing 0 Being Reviewed

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