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Contracts/Invoicing

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Ability to print invoices from the receive payment page

Currently when receiving payment for multiple invoices, you click receive payment button and the invoices disappear. We would like the list to stay on screen, but show that it is paid. This way we can print or download a pdf file from the same scr...
Maria Tivoli 5 months ago in Contracts/Invoicing 0 Future consideration

Adding a budget code for personnel per their location

We would love for our personnel hours reported for any particular event to be tied with a budget code specific to that location. Our personnel hours go into each school's budget to be paid from there, so having it automatically tag personnel hours...
Guest about 2 months ago in Contracts/Invoicing 1 Being Reviewed

Find a way to create contracts with multiple requests ID or Schedule IDs, similar to how you can with invoices so Multiple request IDs or schedule IDs can be on one contract.

Find a way to create contracts with multiple requests ID or Schedule IDs, similar to how you can with invoices so Multiple request IDs or schedule IDs can be on one contract.
Lorraine Fiorre about 2 months ago in Contracts/Invoicing 0 Being Reviewed

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 10 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 10 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 10 months ago in Contracts/Invoicing 0 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 2 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 9 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 5 months ago in Contracts/Invoicing 0 Future consideration

Application Fees

Have the ability to have application fees go automatically out by there creation date. We only send our application fees out once a year not every time organization request space.
Guest 2 months ago in Contracts/Invoicing 0 Being Reviewed