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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...
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Contracts/Invoicing

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Being able to waive fees on individual line items in a multi line item invoice

A number of our invoices contain a facility use fee, staff fee and additional fees based on equipment required. In some circumstances, we would waive the facility use fee, but keep the other fees. We want to be able to show that the fee was waived...
David Wilde 6 days ago in Contracts/Invoicing 0 Being Reviewed

Notification Bubbles accuracy

The bubbles that show new to Manage Groups and Bulk Invoicing never really show accurate values. It will say 1 next to Manage Group but there will actually be 4 groups in a pending status needing approval The same with Bulk invoicing. For me it wo...
Dan Grassel 14 days ago in Classification/Groups/Users / Contracts/Invoicing / Notifications 1 Already exists

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...
Dan Grassel 21 days ago in Contracts/Invoicing 0 Being Reviewed

Invoice status wave payment

There are scenarios where we wave the fee for the request and would like a status to be able to reflect that within the system. When the fee is waved, we want it to the waved amount to still reflect in the total cost but have it not reflect in the...
Dan Grassel about 1 month ago in Contracts/Invoicing 0 Being Reviewed

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 2 months ago in Contracts/Invoicing 0 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 3 months ago in Contracts/Invoicing 0 Being Reviewed

Confirmation on Screen That Invoice Was Sent

When submitting an invoice, after a request has been approved, by opening up the request and selecting "Send Invoice" from the Actions pulldown, it would be helpful if a message were to pop up on the screen letting me know that the invoice was suc...
David Wilde about 1 month 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 about 1 year 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 9 months 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 3 months ago in Contracts/Invoicing 0 Being Reviewed