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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...

Contracts/Invoicing

Showing 79 of 492

Being able to waive fees on individual line items in a multi line item invoice

A number of our invoices contain a facility use fee, staff fee and additional fees based on equipment required. In some circumstances, we would waive the facility use fee, but keep the other fees. We want to be able to show that the fee was waived...
David Wilde 3 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 6 months ago in Contracts/Invoicing 0 Being Reviewed

Notification Bubbles accuracy

The bubbles that show new to Manage Groups and Bulk Invoicing never really show accurate values. It will say 1 next to Manage Group but there will actually be 4 groups in a pending status needing approval The same with Bulk invoicing. For me it wo...
Dan Grassel 3 months ago in Classification/Groups/Users / Contracts/Invoicing / Notifications 1 Already exists

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 12 months ago in Contracts/Invoicing 0 Being Reviewed

HTML Editor option in Contracts screen

Without having the HTML Editor option when designing our contracts, that really limits our ability to clean up how our contract is presented to our users: Trying to do things like: Center textForce page breaksApply headings Is extremely difficult.
Dan Grassel 5 months ago in Contracts/Invoicing 0 Being Reviewed

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 about 1 year ago in Contracts/Invoicing 0 Future consideration

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 4 months ago in Contracts/Invoicing 0 Being Reviewed

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 11 months ago in Contracts/Invoicing 3 Future consideration

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 8 months ago in Contracts/Invoicing 0 Future consideration

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 over 1 year ago in Contracts/Invoicing 0 Future consideration