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Contracts/Invoicing

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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 11 months ago in Contracts/Invoicing 0 Future consideration

Add line items to Draft Invoices

As an Auditorium Manager I would like to be able to edit a Draft Invoice by adding additional charges under the specific date and space on the invoice if I failed to add the charge on the cost tab prior to creating the draft invoice. Currenty, if ...
Chris Gentile about 1 year ago in Contracts/Invoicing 0 Future consideration

See Rates before submitting an event (even before estimated costs)

I want users to be able to see a list of charges before actually entering a request and seeing the estimated costs. They don't want users to have to go through the whole submission process before seeing that.
Chris Gentile about 1 year ago in Contracts/Invoicing / Request Submission 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 7 months ago in Contracts/Invoicing 0 Being Reviewed

Setttings regarding cancelations and removing the fees from an invoice

For invoicing - we would like the the option to set a date perameter for cancelations - example if a cancelation is done 5 days prior to the event date then remove the amount from the invoice, if the cancelation is completed less than 5 days befor...
Chris Gentile about 1 year ago in Contracts/Invoicing 0 Future consideration

Ability to UN-VOID an invoice

In situations where you want to re-issue an invoice that was voided.
Chris Gentile 12 months ago in Contracts/Invoicing 0 Future consideration

invoice customization

As an Assistant Facilities Director, I would like to be able customize an invoice to show a date range and then a flat rate charge for that date range of use. When a group submits a request why is every date listed as its own request (ID)? I am su...
Chris Gentile 12 months ago in Contracts/Invoicing 0 Future consideration

Square Payment Integration

I would like to process invoice payments with "Square"
Chris Gentile about 1 year ago in Contracts/Invoicing / Integrations 0 Future consideration

Estimated Cost Text - Different for Each Classification

Right now, the estimated cost text pertains to everyone in the system. I would like to have a different text for each classification.
Chris Gentile about 1 year ago in Contracts/Invoicing / General Admin Settings 0 Future consideration

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 8 days ago in Contracts/Invoicing 0 Being Reviewed