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Contracts/Invoicing

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 almost 2 years ago in Contracts/Invoicing 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 over 2 years ago in Contracts/Invoicing / General Admin Settings Future consideration

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 over 1 year ago in Contracts/Invoicing 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 over 1 year ago in Contracts/Invoicing 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 over 1 year ago in Contracts/Invoicing Future consideration

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 over 1 year ago in Contracts/Invoicing 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 almost 2 years ago in Contracts/Invoicing 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 almost 2 years ago in Contracts/Invoicing / Request Submission 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 almost 2 years ago in Contracts/Invoicing 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 about 2 years ago in Contracts/Invoicing Future consideration