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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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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 3 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 3 months ago in Contracts/Invoicing 1 Being Reviewed

Setting - Auto Cancel Events if Invoices are not paid by due date

Some districts require a group to pay for invoices X number of days before the first event start date. They are not officially approved until the invoice is paid. They would like the system to automatically cancel those events if the invoice is no...
Dan Grassel 4 months ago in Contracts/Invoicing / Notifications 0 Being Reviewed

Adding a budget code for personnel per their location

We would love for our personnel hours reported for any particular event to be tied with a budget code specific to that location. Our personnel hours go into each school's budget to be paid from there, so having it automatically tag personnel hours...
Guest 6 months ago in Contracts/Invoicing 1 Being Reviewed

Find a way to create contracts with multiple requests ID or Schedule IDs, similar to how you can with invoices so Multiple request IDs or schedule IDs can be on one contract.

Find a way to create contracts with multiple requests ID or Schedule IDs, similar to how you can with invoices so Multiple request IDs or schedule IDs can be on one contract.
Lorraine Fiorre 6 months ago in Contracts/Invoicing 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 about 1 year ago in Contracts/Invoicing 0 Being Reviewed

Application Fees

Have the ability to have application fees go automatically out by there creation date. We only send our application fees out once a year not every time organization request space.
Guest 7 months ago in Contracts/Invoicing 0 Being Reviewed

Payment Integrations with Clover

We would love to see our credit card processing systems integrated within this platform so folks can make their rental payments online. Currently we use Clover and Authorize.net
Guest 8 months ago in Contracts/Invoicing 1 Being Reviewed