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Contracts/Invoicing

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Add email to invoice

Our billing coordinator would like to see the addition of the primary group manager's email to the invoice, in addition to the phone and address.
Jessie Goodpaster 5 months ago in Contracts/Invoicing 0 Future consideration

Make contract online interactive.

It would be nice if the contract was shown to the requestor on the same page we ask for their signature. That would eliminate the use of form-filling PDFs or print/sign/scan for our users and would put the completed contract in place before reques...
Dale Ashauer 5 months ago in Contracts/Invoicing 0 Future consideration

Fees by External Orgs

It would be nice to be able to create fees for specific organizations and not just by site/space. I have a few ext orgs who have their own fee schedule.
Ginny Hall 6 months ago in Contracts/Invoicing 1 Future consideration

Deposit Invoice Changes Date after Payment

When we set an invoice to deposit invoice and the client pays that deposit, the invoice due date should automcatically change. That or we set two due dates (deposit & final). Right now, we set the due date to whent he deposit is due but if the...
Adam Rosencrantz 6 months ago in Contracts/Invoicing 0 Future consideration

Pre-configureed Additional Charges

I know that I had put in the request back when we first started using ML Schedules but don't see it here in the new system. Additional charges should be pre-configured with information: e.g. Rate Type, Quantity, Hours, and Rate. The fact that we h...
Adam Rosencrantz 7 months ago in Contracts/Invoicing 3 Future consideration

Allow for seasonal and daily rental fees for the different level groups using our facilities. We currently allow seasonal fees for some organizations, but the system bills them for each date they submit which creates very large invoices that we then have to manually fix.

We currently allow seasonal fees for some organizations, but the system bills them for each date they submit which creates very large invoices that we then have to manually fix. If the peewee football team puts in 50 practice dates, the system wil...
Robert Presley 7 months ago in Contracts/Invoicing 3 Future consideration

Uploaded File as an Attachment in Email

When we receive an email/notification that a file as been uploaded, it would be helpful that the uploaded file is an attachment in the email. Right now you have open the request to find the file and download. If not, can the directions for contrac...
Maria Tivoli 7 months ago in Contracts/Invoicing 3 Future consideration

We would like to be able to use a % of the total invoice on our invoice. We would like this to calculate automatically.

We would like to be able to use a % of the total invoice on our invoice. We would like this to calculate automatically. For example. Our invoice is $100 and we need to charge the 3.5% fee for PayPal etc.
Lisa Moscato 8 months ago in Contracts/Invoicing 0 Future consideration

Draft Invoice Upon Approval

It would be great if draft invoices were created upon approval instead of automatically sending. This would allow us to review for accuracy, before the invoice is sent to the customer.
Jessaca Lawrence 9 months ago in Contracts/Invoicing 0 Future consideration

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 9 months ago in Contracts/Invoicing 0 Future consideration