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Contracts/Invoicing

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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 11 days 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 27 days 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 about 1 month 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 19 days 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 19 days ago in Contracts/Invoicing 1 Will not implement

Customization options for the Request Form Text

I am looking to make our Request Form more specific to our District and discovered there are areas of text that cannot be changed: example: Sign below if you have read and agree to the Contract Notes box Having this ability will be able to speed u...
Dan Grassel about 2 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

New Status - Billable Cancellation

Our District has organizations that cancel reservations and we remove the custodial charges but we need to bill them for the space.. It would benefit us to have a NEW STATUS (Billable Cancellation) Currently we have to leave the event "Approved" w...
Chris Gentile 10 months ago in Contracts/Invoicing 0 Future consideration

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 7 months ago in Contracts/Invoicing 0 Being Reviewed

Do not allow users/groups to view draft invoices

We use draft invoices when groups and users need to compile multiple events or the full school year. However, users can view and send themselves the draft invoice. It would be preferred that invoices can only be viewed once sent and under open inv...
Maria Tivoli 4 months ago in Contracts/Invoicing 1 Already exists

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 4 months ago in Contracts/Invoicing 1 Future consideration