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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...

Contracts/Invoicing

Showing 89 of 544

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 over 1 year ago in Contracts/Invoicing 0 Future consideration

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 8 months ago in Contracts/Invoicing 1 Being Reviewed

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 over 1 year ago in Contracts/Invoicing 0 Being Reviewed

Show Invoice Line Items for Fields in Hour/Rate on Invoices, not Just Totals

The line items on space costs for invoices show the hours then the rate and seems to calculate the total, whereas the field line items show 0 for hours and then just show the rate as the total, and then the total for the line item. Can we have the...
Dan Grassel over 1 year ago in Contracts/Invoicing 0 Future consideration

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 almost 2 years 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 almost 2 years ago in Contracts/Invoicing / Request Submission 0 Future consideration

Create an Invoice without a Request

We run into scenarios where we need to apply fees for an event after the invoice is sent out. It would be nice it we could create an invoice not tied to a request so we can add fees/additional charges some groups may occur after the event.
Dan Grassel 4 months ago in Contracts/Invoicing 0 Being Reviewed

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 over 1 year ago in Contracts/Invoicing 0 Future consideration

Square Payment Integration

I would like to process invoice payments with "Square"
Chris Gentile almost 2 years ago in Contracts/Invoicing / Integrations 0 Future consideration

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 6 months ago in Contracts/Invoicing 3