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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...

Contracts/Invoicing

Showing 46

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 6 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 9 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

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 10 months ago in Contracts/Invoicing 0 Future consideration

Square Payment Integration

I would like to process invoice payments with "Square"
Chris Gentile about 1 year ago in Contracts/Invoicing / Integrations 0 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 about 1 year ago in Contracts/Invoicing / General Admin Settings 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

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 10 months ago in Contracts/Invoicing 0 Future consideration