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Contracts/Invoicing

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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 11 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 20 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

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

additional charges to be automatic (but editable) based on location.

Additional Charges to be automatic (but editable) for spaces. Custodial fees, Scoreboard operators for gym or Technician fees for Theatre space.
Lorraine Fiorre about 2 months ago in Contracts/Invoicing 3 Being Reviewed

Add an events external notes to an invoice

We think it would be useful to have external notes from a contract viewable on an invoice. Sometimes there are additional bits of information that would be useful to view without having to print an extra set of pages.
Guest 2 months ago in Contracts/Invoicing 0 Being Reviewed

Option to View All Open Estimates

It would be very helpful to me if there was an option to view all open estimates, estimates that have been sent and not yet converted to an invoice or draft invoice.
Melissa Smith 2 months ago in Contracts/Invoicing 1 Being Reviewed

To be able to delete invoices from Bulk Invoices

I would find it helpful to be able to delete invoices from Bulk Invoices.
Melissa Smith 2 months ago in Contracts/Invoicing 1 Will not implement

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

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