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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

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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 10 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

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 6 months 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 about 1 year ago in Contracts/Invoicing 0 Being Reviewed

Subsequent Hourly Rates

We would like the ability to have an hourly rate charge X amount PER HOUR up to a certain amount of hours, but Y amount for each subsequent hour. Similar to your current Minimum Charge setting, but the first part would be hourly instead of a flat ...
Dan Grassel 4 months ago in Contracts/Invoicing / Locations 0 Being Reviewed

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 8 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

Deleted invoice notification email

I was working with Support today regarding invoice questions and noticed that when I delete a invoice there is no notice or anything sent to the client. It would be nice if one did get sent - something along the lines of: "Your District Admin/Bill...
Dan Grassel 8 months ago in Contracts/Invoicing / Notifications 0 Being Reviewed

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
Marie Rogers 8 months 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 11 months 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 11 months ago in Contracts/Invoicing 0 Being Reviewed