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Contracts/Invoicing

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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 9 months ago in Contracts/Invoicing 0 Future consideration

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 2 months ago in Contracts/Invoicing 0 Future consideration

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 3 months ago in Contracts/Invoicing 1 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 2 months ago in Contracts/Invoicing 0 Future consideration

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

Setttings regarding cancelations and removing the fees from an invoice

For invoicing - we would like the the option to set a date perameter for cancelations - example if a cancelation is done 5 days prior to the event date then remove the amount from the invoice, if the cancelation is completed less than 5 days befor...
Chris Gentile 11 months ago in Contracts/Invoicing 0 Future consideration

See Rates before submitting an event (even before estimated costs)

I want users to be able to see a list of charges before actually entering a request and seeing the estimated costs. They don't want users to have to go through the whole submission process before seeing that.
Chris Gentile 11 months ago in Contracts/Invoicing / Request Submission 0 Future consideration

Add line items to Draft Invoices

As an Auditorium Manager I would like to be able to edit a Draft Invoice by adding additional charges under the specific date and space on the invoice if I failed to add the charge on the cost tab prior to creating the draft invoice. Currenty, if ...
Chris Gentile 11 months ago in Contracts/Invoicing 0 Future consideration

Ability to print invoices from the receive payment page

Currently when receiving payment for multiple invoices, you click receive payment button and the invoices disappear. We would like the list to stay on screen, but show that it is paid. This way we can print or download a pdf file from the same scr...
Maria Tivoli 6 months ago in Contracts/Invoicing 0 Future consideration

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