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Contracts/Invoicing

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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

Rate period

Right now the rate is set to 1 hour. It needs to be changed to a price for 2-hour or 4-hour usage. Example: To rent the cafeteria is $250 for a 4-hour usage, but to rent the gymnasium is $175 for a 2-hour usage. Therefore we need the rate period t...
Guest 3 months ago in Contracts/Invoicing 4 Will not implement

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 5 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 5 months ago in Contracts/Invoicing 1 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 about 1 year ago in Contracts/Invoicing 0 Future consideration

Deposit Invoice

I have yet to find an option to create a deposit invoice for ext orgs using our facilities. We have been slammed with national dance competitions and they are a huge production and we require a deposit. It would be nice to create a deposit invoice...
Ginny Hall 5 months ago in Contracts/Invoicing 1 Already exists

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 4 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 about 1 year ago in Contracts/Invoicing / Request Submission 0 Future consideration

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 6 months ago in Contracts/Invoicing 3 Future consideration

Uploaded File as an Attachment in Email

When we receive an email/notification that a file as been uploaded, it would be helpful that the uploaded file is an attachment in the email. Right now you have open the request to find the file and download. If not, can the directions for contrac...
Maria Tivoli 6 months ago in Contracts/Invoicing 3 Future consideration