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Contracts/Invoicing

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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 1 day 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 9 days 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 9 days ago in Contracts/Invoicing 1 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 16 days 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 20 days ago in Contracts/Invoicing 0 Being Reviewed

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 about 1 month ago in Contracts/Invoicing / Editing/Viewing a Request 0 Being Reviewed

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 6 months ago in Contracts/Invoicing 0 Being Reviewed

Setting - Auto Cancel Events if Invoices are not paid by due date

Some districts require a group to pay for invoices X number of days before the first event start date. They are not officially approved until the invoice is paid. They would like the system to automatically cancel those events if the invoice is no...
Dan Grassel about 1 month ago in Contracts/Invoicing / Notifications 0 Being Reviewed

Show Invoice Line Items for Fields in Hour/Rate on Invoices, not Just Totals

The line items on space costs for invoices show the hours then the rate and seems to calculate the total, whereas the field line items show 0 for hours and then just show the rate as the total, and then the total for the line item. Can we have the...
Dan Grassel 7 months ago in Contracts/Invoicing 0 Being Reviewed

Adding a budget code for personnel per their location

We would love for our personnel hours reported for any particular event to be tied with a budget code specific to that location. Our personnel hours go into each school's budget to be paid from there, so having it automatically tag personnel hours...
Guest 4 months ago in Contracts/Invoicing 1 Being Reviewed