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Contracts/Invoicing

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Email history on the Estimate Tab

I love that you've added an Estimate tab. Would it be helpful to show on that tab when that estimate was sent, emailed, and the email address it was sent to? Perhaps at the very bottom of the estimate in view mode?
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Invoice Paid Email

I would like for an email to go out to the Invoicee once their invoice is paid.
Chris Gentile 12 months ago in Contracts/Invoicing / Notifications 0 Shipped

Budget Codes on Credits

I need to be able to associate a Budget Code with "Credits Applied"
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Contract Log

I would like to see a log of all contracts sent for every request, and who sent it.
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Being able to change the date of payment received

Sometimes I receive a payment on a day. But I logged the payment on a different date; I need to be able to back-date my payments.
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Ability to Add File/Attachment to Invoice/Payment

This feature already exists, but we need to be able to do this from the receive payment page as well.
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Give admins ability to easily filter which groups have upcoming events and past due invoices

Admins need a report so we can see who has upcoming events with Past Due Invoices.
Chris Gentile 11 months ago in Contracts/Invoicing / Notifications 0 Shipped

Move the Sign Contract Area

The sign above if you agree to the contract should be a "sign below" so thatpeoplee read the hold harmsless, check those boxes, the click view for the contract before signing because many people are signing but not clicking view for the contract
Chris Gentile 11 months ago in Contracts/Invoicing / Request Submission 0 Shipped

Bulk Invoice Re-direct

When invoicing from bulk invoicing, it just says invoices are created - It would be nice if it redirected you to the invoice or the corresponding invoice page.
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped

Prevent "Draft" Invoices from being past due

I would like to prevent draft invoices from being past due. They should only be come past due based on the sent date and actually being open.
Chris Gentile 11 months ago in Contracts/Invoicing 0 Shipped