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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...
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Contracts/Invoicing

Showing 28

Include Additional Information on Contracts

Please include additional information on contracts. Contact/Client Schedule ID number at the top right instead of all individual ID's
Chris Gentile 16 days 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 about 1 month ago in Contracts/Invoicing 0 Being Reviewed

Listing Multiple Totals on Invoicing

I'm submitting this on behalf of an admin user: We want to have an option on our invoices to show multiple totals, with a final "grand total" at the bottom. This is because our district has very specific invoicing rules, and we split the costs wit...
Serena Utz 10 days ago in Contracts/Invoicing 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 2 months ago in Contracts/Invoicing / Notifications 0 Being Reviewed

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 5 months ago in Contracts/Invoicing 1 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 3 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

Ability to send "Draft" Invoice of Accurate Estimate to users for review before finalizing

I want to be able to send a user a "draft" invoice or accurate Estimate that I have proofed. Many times I send an invoice and when the users sees the invoice they realize they want to change something. Then I have to edit the invoice manually or d...
Lorraine Fiore 3 months ago in Contracts/Invoicing 2 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
Guest 3 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 5 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 7 months ago in Contracts/Invoicing 0 Being Reviewed