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Contracts/Invoicing

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HTML Editor option in Contracts screen

Without having the HTML Editor option when designing our contracts, that really limits our ability to clean up how our contract is presented to our users: Trying to do things like: Center textForce page breaksApply headings Is extremely difficult.
Dan Grassel 13 days ago in Contracts/Invoicing 0 Being Reviewed

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 13 days 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 Fiorre 15 days ago in Contracts/Invoicing 3 Being Reviewed

Ability to adjust additional charges based on certain parameters

We would like to be able to charge only one custodial or clean-up fee for a group submitting multiple room reservations at one location during the same time frame. We currently charge an hourly rate with a minimum but if more than one space is sel...
Guest about 1 month ago in Contracts/Invoicing 0 Being Reviewed

District Admins "Awaiting Payment" status change

The Awaiting payment status should be able to be overwritten by the District admin of the site without having to change the Require Payment before Approval setting and restarting approval on the request.
Dan Grassel about 2 months ago in Contracts/Invoicing 0 Being Reviewed

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 28 days ago in Contracts/Invoicing 0 Being Reviewed

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 11 months ago in Contracts/Invoicing 0 Future consideration

Customization options for the Request Form Text

I am looking to make our Request Form more specific to our District and discovered there are areas of text that cannot be changed: example: Sign below if you have read and agree to the Contract Notes box Having this ability will be able to speed u...
Dan Grassel 2 months ago in Contracts/Invoicing / Editing/Viewing a Request 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 about 1 month 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 about 1 month ago in Contracts/Invoicing 1 Will not implement