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Contracts/Invoicing

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invoice customization

As an Assistant Facilities Director, I would like to be able customize an invoice to show a date range and then a flat rate charge for that date range of use. When a group submits a request why is every date listed as its own request (ID)? I am su...
Chris Gentile 10 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 6 months ago in Contracts/Invoicing 0 Future consideration

Square Payment Integration

I would like to process invoice payments with "Square"
Chris Gentile 11 months ago in Contracts/Invoicing / Integrations 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 9 months ago in Contracts/Invoicing 2 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 12 months ago in Contracts/Invoicing / General Admin Settings 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 6 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 6 months ago in Contracts/Invoicing 0 Future consideration

Ability to add Variables to Contracts

Variable Tags such as: %first_name%, %last_name%, %rental_spaces%, %rental_start_datetime%, %rental_end_datetime%, %rental_deposit%, %rental_deposit_due_date%, %rental_total%, %rental_total_due_date%, %group_name%, %group_email%, %group_phone%, %g...
Dan Grassel 6 months ago in Contracts/Invoicing 0 Future consideration

Deposit Invoice Changes Date after Payment

When we set an invoice to deposit invoice and the client pays that deposit, the invoice due date should automcatically change. That or we set two due dates (deposit & final). Right now, we set the due date to whent he deposit is due but if the...
Adam Rosencrantz 3 months ago in Contracts/Invoicing 0 Future consideration

Ability to UN-VOID an invoice

In situations where you want to re-issue an invoice that was voided.
Chris Gentile 10 months ago in Contracts/Invoicing 0 Future consideration