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Contracts/Invoicing

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More Control of Automated Invoice Emails

We have to utilize the partial payment option when receiving payments because of our district's use of budget codes. With the new update this is generating multiple emails (sometimes up to 5 or 6) to our clients which has caused some confusion. Ca...
Leah Howard 5 months ago in Contracts/Invoicing 1 Being Reviewed

Budget Codes - Credits Issued

I would like to be able to associate budget codes for credits issued.
Chris Gentile 7 months ago in Contracts/Invoicing 0 Future consideration

Add "Price" of equipment next to each item and remove blank note box except for Security where they enter their phone number

Total Price of equipment to be visible when requesting equipment
Chris Gentile 7 months ago in Contracts/Invoicing 0 Being Reviewed

Upload a PDF to the contracts page for groups

While the system puts contracts in the group tab if you use it to send contracts, we require a much more robust PDF contract sent outside the system. It would be great to use this page to upload those executed PDF's.
Chris Gentile 7 months ago in Contracts/Invoicing 0 Future consideration

Add Total Cost Column on the View All Occurrences page

It would be beneficial if the total cost for each event was on this page - that way I can easily see if something is different or missing.
Chris Gentile 8 months ago in Contracts/Invoicing / Request Pages 0 Future consideration

Customize the signature areas of the contract

As an ML Schedules administrator, I would like to customize the signature lines of the contract. For example, we would like to have "Treasurer, Jackson Local School District" instead of "Facility Use Coordinator."
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

Add cost itemization details to contract

Hi, when I add additional costs to the Cost tab on an event, it shows me a clear itemization that includes the quantity, hours, rate and total for each charge. However, when generating the contract, almost all of this important detail is lost. The...
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

Update the future dates on the Recurring Request Listing

I would like to system be update if I have some approved future date and copy and paste the list of my additional charges to future dates without I need to keep doing them manually. 
Chris Gentile 9 months ago in Contracts/Invoicing / Editing/Viewing a Request 0 Future consideration

District Setting to populate event invoice information on calendar quick view pop up

Customizing the yellow quick view of request information - I want the invoice number and charges to appear if possible.
Chris Gentile 9 months ago in Calendar / Contracts/Invoicing 0 Future consideration

Making changes directly on invoices

When an invoice needs to be changed, the user can use the "EDIT" button to modify at the reservation level and not have to do what you just sent to me regarding removing from the invoice,modify,add back. Not user friendly, changes should be easier...
Chris Gentile 9 months ago in Contracts/Invoicing 0 Future consideration