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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 81 of 503

Cancelled events not showing up in contract

Currently, cancelled dates are still shown in contracts that are sent to renters. Is there a way this can be changed?
Betsy Kelly over 1 year ago in Contracts/Invoicing 2 Future consideration

Allow for seasonal and daily rental fees for the different level groups using our facilities. We currently allow seasonal fees for some organizations, but the system bills them for each date they submit which creates very large invoices that we then have to manually fix.

We currently allow seasonal fees for some organizations, but the system bills them for each date they submit which creates very large invoices that we then have to manually fix. If the peewee football team puts in 50 practice dates, the system wil...
Robert Presley 12 months ago in Contracts/Invoicing 4 Future consideration

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

Have contract and invoice number match the request number

As the system exists currently, contracts, invoices, and requests all have different numbers. It would be great to see more connection between these, as they are almost always tied together. If a contract is based on a request, it should use the f...
Eric Davidson 6 months ago in Contracts/Invoicing 0 Being Reviewed

additional charges to be automatic (but editable) based on location.

Additional Charges to be automatic (but editable) for spaces. Custodial fees, Scoreboard operators for gym or Technician fees for Theatre space.
Lorraine Fiore 6 months ago in Contracts/Invoicing 3 Being Reviewed

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 about 1 year ago in Contracts/Invoicing 0 Future consideration

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 7 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 7 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 7 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