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Contracts/Invoicing

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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 4 months ago in Contracts/Invoicing 0 Future consideration

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 2 months ago in Contracts/Invoicing / Notifications 0 Being Reviewed

Setttings regarding cancelations and removing the fees from an invoice

For invoicing - we would like the the option to set a date perameter for cancelations - example if a cancelation is done 5 days prior to the event date then remove the amount from the invoice, if the cancelation is completed less than 5 days befor...
Chris Gentile about 1 year 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 12 months ago in Contracts/Invoicing 0 Future consideration

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 12 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 7 months ago in Contracts/Invoicing 0 Future consideration

Show Invoice Line Items for Fields in Hour/Rate on Invoices, not Just Totals

The line items on space costs for invoices show the hours then the rate and seems to calculate the total, whereas the field line items show 0 for hours and then just show the rate as the total, and then the total for the line item. Can we have the...
Dan Grassel 8 months ago in Contracts/Invoicing 0 Being Reviewed

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 8 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