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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 78 of 488

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 6 months ago in Contracts/Invoicing 0 Being Reviewed

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 over 1 year ago in Contracts/Invoicing / Editing/Viewing a Request 0 Future consideration

Allow Overpayments in Invoices

The system currently does not allow for submitting overpayments on invoices, but it would be great to allow that for situations where they overpay, because we could then use the issue credit feature to balance the invoice then use the group balanc...
Dan Grassel 11 months ago in Contracts/Invoicing 0 Future consideration

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 6 months ago in Contracts/Invoicing 1 Being Reviewed

To be able to delete invoices from Bulk Invoices

I would find it helpful to be able to delete invoices from Bulk Invoices.
Melissa Smith 6 months ago in Contracts/Invoicing 1 Will not implement

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 about 1 year 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 about 1 year 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 7 months ago in Contracts/Invoicing / Notifications 0 Being Reviewed

It would be nice to have a download option on invoices. Currently I have to email it to myself to then download to my computer.

Currently if I want to attach an invoice to an email thread, I have to email the invoice to myself, download it and attach it. It would be nice if there was an option to download the invoice straight from MLS (under the Actions button) so I could ...
Guest about 1 year ago in Contracts/Invoicing 1 Already exists

Loading/Spinning Icon for Receive Payments page

When receiving a payment, there is no loading icon that indicates that the payment is being received. Sometime the wait can be pretty long, so we're unsure if something has been done wrong and we have to wait on the same page until the confirmatio...
Dan Grassel about 1 year ago in Contracts/Invoicing 0 Future consideration