Contracts/Invoicing

The event names on the invoice currently include the site and space name as well, which is also listed above each line item. This is redundant and makes the invoices unnecessarily long. I would like to see these redundancies removed so it easier t...

Currently the only way to attach a file to an invoice is through the receive payment option. It would be helpful to add this functionality to the notes option. For example, I just billed a client for damages and have a quote/invoice that I wanted ...

I noticed on the Invoice that the Balance Due at the top does not include the deposit amount. Yes there is a section in the text underneath that shows the the deposit amount but not all clients pay attention to that. If the deposit amount message ...

When an invoice is past due, it gets sent out weekly on Friday to the group manager telling them they have a past due invoice. This is fine, but the invoice history will show "MM/DD/YYYY AM Invoice Sent by (Group Manager Name)" for each instance t...

We have a contract set up in the system that automatically sends upon approval, but it does not notify me of the contract being signed or send it back to me for me to sign on the facilities end. Is there a way to set up having an e-sign process fo...

Can we please get the Notes to show on the contract. I continuously have clients asking me if their set up, doors unlocked etc. is on the reservation. All the information should be showing on the contract.

We have a number of groups where we added Board Members as contacts. We would like the option to add them to the User(s) field when we are using Send Email for invoicing.

There are two lines we would like the ability to edit: I have read and agree to the Terms & Conditions Sign below if you have read and agree to the Contract I would like to update these lines with the verbiage approved by our Legal department ...

We input the requests for a majority of our external users and have noticed that since the latest release, it looks like all payment received emails are going out to the person who actually submitted the request. Additionally we are seeing the sub...

Above the contract signature where the users input their signature, the "View" button for the contract would be much more useful if it actually enforced the users to have to open and view the contract in order to submit their request. can that be ...