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Contracts/Invoicing

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Setttings regarding cancelations and removing the fees from an invoice

For invoicing - we would like the the option to set a date perameter for cancelations - example if a cancelation is done 5 days prior to the event date then remove the amount from the invoice, if the cancelation is completed less than 5 days befor...
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

Allow the Deposit Percentage to be customizable

Right now we only allow 50% deposits to be sent. Would like to be able to require a flat deposit amount and customized % amount. Such as $100 OR 25% of event 
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

See Rates before submitting an event (even before estimated costs)

I want users to be able to see a list of charges before actually entering a request and seeing the estimated costs. They don't want users to have to go through the whole submission process before seeing that.
Chris Gentile 8 months ago in Contracts/Invoicing / Request Submission 0 Future consideration

Add line items to Draft Invoices

As an Auditorium Manager I would like to be able to edit a Draft Invoice by adding additional charges under the specific date and space on the invoice if I failed to add the charge on the cost tab prior to creating the draft invoice. Currenty, if ...
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

invoice customization

As an Assistant Facilities Director, I would like to be able customize an invoice to show a date range and then a flat rate charge for that date range of use. When a group submits a request why is every date listed as its own request (ID)? I am su...
Chris Gentile 6 months ago in Contracts/Invoicing 0 Future consideration

Have drop down in Invoicing for Number of Days after last reservation

It would be beneficial to set the invoice to be sent at the end of the last day of the scheduled event.
Guest 3 months ago in Contracts/Invoicing 0 Being Reviewed

Cancelled events not showing up in contract

Currently, cancelled dates are still shown in contracts that are sent to renters. Is there a way this can be changed?
Betsy Kelly 5 months ago in Contracts/Invoicing 1 Future consideration

Allow Special Characters on Invoice File Names

When files for are uploaded for payment on an invoice and contain special characters, whenever the admin attempts to view the file, they will receive an error encountered message. We either need an option to edit the file name on our end or make s...
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

Square Payment Integration

I would like to process invoice payments with "Square"
Chris Gentile 8 months ago in Contracts/Invoicing / Integrations 0 Future consideration

Estimated Cost Text - Different for Each Classification

Right now, the estimated cost text pertains to everyone in the system. I would like to have a different text for each classification.
Chris Gentile 8 months ago in Contracts/Invoicing / General Admin Settings 0 Future consideration