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Contracts/Invoicing

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Add email to invoice

Our billing coordinator would like to see the addition of the primary group manager's email to the invoice, in addition to the phone and address.
Jessie Goodpaster about 1 month ago in Contracts/Invoicing 0 Future consideration

Rate period

Right now the rate is set to 1 hour. It needs to be changed to a price for 2-hour or 4-hour usage. Example: To rent the cafeteria is $250 for a 4-hour usage, but to rent the gymnasium is $175 for a 2-hour usage. Therefore we need the rate period t...
Guest 22 days ago in Contracts/Invoicing 4 Will not implement

Do not allow users/groups to view draft invoices

We use draft invoices when groups and users need to compile multiple events or the full school year. However, users can view and send themselves the draft invoice. It would be preferred that invoices can only be viewed once sent and under open inv...
Maria Tivoli 2 months ago in Contracts/Invoicing 1 Already exists

Fees by External Orgs

It would be nice to be able to create fees for specific organizations and not just by site/space. I have a few ext orgs who have their own fee schedule.
Ginny Hall 2 months ago in Contracts/Invoicing 1 Future consideration

New Status - Billable Cancellation

Our District has organizations that cancel reservations and we remove the custodial charges but we need to bill them for the space.. It would benefit us to have a NEW STATUS (Billable Cancellation) Currently we have to leave the event "Approved" w...
Chris Gentile 8 months ago in Contracts/Invoicing 0 Future consideration

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 about 2 months ago in Contracts/Invoicing 0 Future consideration

Revamp Refunds

When you refund an invoice its looked at as a payment which is technically wrong. We need to show we recieved a payment, and have the refund option balance out the invoice and zero it out.
Chris Gentile 5 months ago in Contracts/Invoicing 0 Being Reviewed

Uploaded File as an Attachment in Email

When we receive an email/notification that a file as been uploaded, it would be helpful that the uploaded file is an attachment in the email. Right now you have open the request to find the file and download. If not, can the directions for contrac...
Maria Tivoli 4 months ago in Contracts/Invoicing 3 Future consideration

Deposit Invoice

I have yet to find an option to create a deposit invoice for ext orgs using our facilities. We have been slammed with national dance competitions and they are a huge production and we require a deposit. It would be nice to create a deposit invoice...
Ginny Hall 3 months ago in Contracts/Invoicing 1 Already exists

Pre-configureed Additional Charges

I know that I had put in the request back when we first started using ML Schedules but don't see it here in the new system. Additional charges should be pre-configured with information: e.g. Rate Type, Quantity, Hours, and Rate. The fact that we h...
Adam Rosencrantz 4 months ago in Contracts/Invoicing 3 Future consideration