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Contracts/Invoicing

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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 9 months ago in Contracts/Invoicing 0 Future consideration

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 9 months ago in Contracts/Invoicing 0 Future consideration

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 9 months ago in Contracts/Invoicing 0 Future consideration

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 12 months ago in Contracts/Invoicing 2 Future consideration

Configure specific day(s) to flag or notify users that additional charges may apply

We have to continually reach out to folks that have booked events for the school year, but included breaks and holidays. It would be great to flag or prompt a notice stating that custodial charges may apply because hours are different. In most cas...
Chris Gentile about 1 year ago in Contracts/Invoicing / Editing/Viewing a Request 0 Future consideration

Change History Concept on Invoices

There is already a change in history on reservations. I would like to see this on invoices as well so we can see who is changing what and when.
Chris Gentile about 1 year ago in Contracts/Invoicing 0 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 5 months ago in Contracts/Invoicing 0 Future consideration

Make contract online interactive.

It would be nice if the contract was shown to the requestor on the same page we ask for their signature. That would eliminate the use of form-filling PDFs or print/sign/scan for our users and would put the completed contract in place before reques...
Dale Ashauer 5 months ago in Contracts/Invoicing 0 Future consideration

Estimated Costs page should include hour/rate breakdown

Right now, the estimated costs page breaks down line by line the different costs, which is great, but it only shows the totals. I would love the option to see the rate/hours on this page as well, as well as our end users see that before they place...
Dan Grassel 9 months ago in Contracts/Invoicing / Request Submission 0 Future consideration

Max Fee

We have some classifications that are charged hourly and some that are charged a flat fee. The system currently does not allow you to have both fees. It would be great if there was a "Max Fee".
Jessaca Lawrence 9 months ago in Contracts/Invoicing 0 Future consideration