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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...
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Contracts/Invoicing

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District Admins "Awaiting Payment" status change

The Awaiting payment status should be able to be overwritten by the District admin of the site without having to change the Require Payment before Approval setting and restarting approval on the request.
Dan Grassel 6 months ago in Contracts/Invoicing 0 Being Reviewed

Customization options for the Request Form Text

I am looking to make our Request Form more specific to our District and discovered there are areas of text that cannot be changed: example: Sign below if you have read and agree to the Contract Notes box Having this ability will be able to speed u...
Dan Grassel 7 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

Contract history

I just saw a new release which shows more accessibility to a group's contract or contract history. We have our groups electronically sign the digital contract upon requesting....not print off, sign and return. That being said, I cannot view the co...
Chris Gentile over 1 year ago in Contracts/Invoicing 0 Being Reviewed

Mass delete line item from invoice

It would be helpful to mass delete a line item from an invoice (such as all space charges), We have some renters that rent for a season, and we do a flat winter rate for the space, but still charge hourly for custodial. The way the invoices are cu...
Erika Berg 20 days ago in Contracts/Invoicing 0 Being Reviewed

UniPay API (Online Payments)

https://developers.unipay.com/up-checkout
Dan Grassel about 1 month ago in Contracts/Invoicing / Integrations 0 Being Reviewed

Confirmation on Screen That Invoice Was Sent

When submitting an invoice, after a request has been approved, by opening up the request and selecting "Send Invoice" from the Actions pulldown, it would be helpful if a message were to pop up on the screen letting me know that the invoice was suc...
David Wilde 4 months ago in Contracts/Invoicing 0 Being Reviewed

Have contract and invoice number match the request number

As the system exists currently, contracts, invoices, and requests all have different numbers. It would be great to see more connection between these, as they are almost always tied together. If a contract is based on a request, it should use the f...
Eric Davidson 5 months ago in Contracts/Invoicing 0 Being Reviewed

additional charges to be automatic (but editable) based on location.

Additional Charges to be automatic (but editable) for spaces. Custodial fees, Scoreboard operators for gym or Technician fees for Theatre space.
Lorraine Fiore 5 months ago in Contracts/Invoicing 3 Being Reviewed

Add an events external notes to an invoice

We think it would be useful to have external notes from a contract viewable on an invoice. Sometimes there are additional bits of information that would be useful to view without having to print an extra set of pages.
Guest 6 months ago in Contracts/Invoicing 0 Being Reviewed

Option to View All Open Estimates

It would be very helpful to me if there was an option to view all open estimates, estimates that have been sent and not yet converted to an invoice or draft invoice.
Melissa Smith 6 months ago in Contracts/Invoicing 1 Being Reviewed