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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...
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Contracts/Invoicing

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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...
Dan Grassel 5 days ago in Contracts/Invoicing 0 Being Reviewed

Invoice status wave payment

There are scenarios where we wave the fee for the request and would like a status to be able to reflect that within the system. When the fee is waved, we want it to the waved amount to still reflect in the total cost but have it not reflect in the...
Dan Grassel 27 days ago in Contracts/Invoicing 0 Being Reviewed

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 about 2 months ago in Contracts/Invoicing 0 Being Reviewed

Confirmation on Screen That Invoice Was Sent

When submitting an invoice, after a request has been approved, by opening up the request and selecting "Send Invoice" from the Actions pulldown, it would be helpful if a message were to pop up on the screen letting me know that the invoice was suc...
David Wilde 19 days ago in Contracts/Invoicing 0 Being Reviewed

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 3 months ago in Contracts/Invoicing 0 Being Reviewed

New Status - Billable Cancellation

Our District has organizations that cancel reservations and we remove the custodial charges but we need to bill them for the space.. It would benefit us to have a NEW STATUS (Billable Cancellation) Currently we have to leave the event "Approved" w...
Chris Gentile 12 months ago in Contracts/Invoicing 0 Future consideration

Revamp Refunds

When you refund an invoice its looked at as a payment which is technically wrong. We need to show we recieved a payment, and have the refund option balance out the invoice and zero it out.
Chris Gentile 8 months ago in Contracts/Invoicing 0 Being Reviewed

District Admins "Awaiting Payment" status change

The Awaiting payment status should be able to be overwritten by the District admin of the site without having to change the Require Payment before Approval setting and restarting approval on the request.
Dan Grassel 3 months ago in Contracts/Invoicing 0 Being Reviewed

Customization options for the Request Form Text

I am looking to make our Request Form more specific to our District and discovered there are areas of text that cannot be changed: example: Sign below if you have read and agree to the Contract Notes box Having this ability will be able to speed u...
Dan Grassel 3 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

Have contract and invoice number match the request number

As the system exists currently, contracts, invoices, and requests all have different numbers. It would be great to see more connection between these, as they are almost always tied together. If a contract is based on a request, it should use the f...
Eric Davidson about 2 months ago in Contracts/Invoicing 0 Being Reviewed