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  1. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Remind button

    Add Remind button next to Send so that it's easy to send a reminder with the remind-template. You could add a %daysold% variable so that you can add the sentence. This invioice was sent to you 999 days ago.

    5 votes
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  3. Sorting/reporting of Clients vs Contacts

    Can contacts be modified so that reports can show Clients Only in the sort? I ended up deleting all my extra contacts because I was attempting to get down to my current limit of 5 Clients.

    1 vote
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  4. Customer Statement

    I need a customer statement. This will be a report that shows outstanding invoices, original balance, balance after applied payments and total due from customer.

    3 votes
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  5. Auto send large number of invoices when importing

    Improvement on auto-send when importing from excel. Currently limited to 10-20 emails, it would be preferable if we could import any number of invoices and them be sent automaticaly

    1 vote
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  6. Follow-Up emails

    Can we have a way of initiating a manual 'follow-up' email, ideally to a batch of invoices/customers. I understand that this is done automatically once the invoice comes due, but it would be great to be able to send further emailslater on etc.

    1 vote
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  7. Update sent if email bounce

    So far with the last week I have three clients who reported that they didn't received the email (invoice) but it shows the sent on the status.

    Today I was working on the client computer and watching her inbox. I send the invoice and she didn't get it. I have to resend the second time after waiting 3 - 4 hrs.

    Does the system update the Sent status if the email bounce? Is there a way for us to view bounce email?

    1 vote
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  8. Email history

    Email history.

    In several occasion I resend the invoice and payment receipt. I would like to see email history.

    Thanks

    0 votes
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  9. Recurring invoice notification

    I would like to get a notification for recurring profile where an invoice will be generated in the next 24 hrs.

    Or a sort option when viewing the recurring profile in the order when an invoice will be generated.

    0 votes
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  10. Temporary invoice

    I would like to be able to create temporary invoice with option to convert to permanent or delete without interrupting the invoice number seq.

    I know which client I have to visit every day. I would like to fill in all the items before I visit the client. So when I get on site I simply make the temporary invoice to permanent, do some adjustment and send,

    But if client decline service, I would like to be able to delete the temporary invoice without effecting the invoice seq.

    0 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    How about using the estimate and allowing the customer to click the ‘accept’ button. When he does that an invoice will automatically get generated. Thanks.

  11. Credit Field

    Field for Credit

    0 votes
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  12. Search by dollar amount

    Add ability to search invoices by their dollar amounts--both exact and by range.

    1 vote
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  13. Reminders to multiple customers

    In the unpaid invoices chart, I would like to easily resend reminders to multiple customers by having a tab (in addition to the Active, Archive and Deleted tabs) to click on after checking in the boxes next to each invoice.

    3 votes
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  14. paypal payment without login

    Paying with paypal

    I have several client who don't understand paypal and just want to pay without creating a paypal account. This option is currently available if the client would just read the screen.

    But there is a way for paypal link so it will ask for credit card instead of prompting the client to login. I still like the traditional paypal payment but I could use another payment via credit card when it uses payapal like others (no need to login)

    Thanks

    0 votes
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  15. Subscription Payment

    Subscription payment.

    Paypal has an option for subscription payment. Can we interface this with the billing program.

    0 votes
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  16. Update when last view

    Update when the customer review the invoice online. When we resend the invoice, I would like to know if the customer revisited the link.

    Maybe also a counter how many time the client view it

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi there,
    You can use the “Mark as Unread” option in your invoices screen. This way you’ll get an e-mail when the customer re-visits your invoice.

  17. reminder to send an invoice

    I support some Sr Citizens that are not computer savvy. I tried sending them an electronic invoice but I feel paper invoice would make my life more easier. My problem is this is a reoccurring invoice. My temporary solution was to use my email address but now their are question why I have the wrong email address.

    I can think of several possible option for reoccurring for this scenario
    1) Option not to send an invoice but a reminder to send an invoice.
    2) A third party option that will print and mail invoice for a fee

    0 votes
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  18. Item date column on invoices

    Would be helpful to have a date column on invoices for line items

    1 vote
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  19. Invoice color customization

    Customize the colors of invoice templates

    2 votes
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  20. Add print stylesheet

    Add a print stylesheet so that the buttons don't print for client when printing directly from webpage. A print button should open the print dialog too.

    1 vote
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