General

  1. Add Billing Period on recurring

    Add "Billing Period" on recurring profile. Adding a billing period will avoid confusion. Ideally Billing period can be "1/1/15 to 1/31/15" or "January 2015", Any indication will help letting the customer know what months the service is for. Going by the invoice date is not sufficient.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email with multiple links

    Under Documents, option to display outstanding invoice per company then send ONE email containing all the links to outstanding invoice.

    I have several clients who made a comments that they thinks the emails are duplicate. I guess they don't pay attention to the subject.

    I use re-occurring and I have a client with two outstanding invoice. They pay the newer invoice thinking both invoices are combined together.

    It's creating some confusion. Sending one email with multiple links will make it clear they have more than one outstanding invoice.

    Another option, when we send new invoice, an option to automatically add…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Allow reset of default nuber of lines.

    Allow to set default number of lines showing in Documents.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Offline mode

    This is the best invoicing App I evaluated.

    I wish we could use the Android App in an offline mode and print our invoices using the "PrinterShare" app and when we get internet connection, to synchronise.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Differentiate Active from Archive invoice

    Differentciate Active and Archive invoice when viewing both. Maybe you can add a column to show Active or Active Status, or possible display Active in different color against Archive. Another alternative is not to allow edit for Archive invoice forcing us to move it to Active before it can be edit.

    Thanks

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Newsletter implementation

    To be able to send mass or invididual messages to clients from within the panel (something like newsletter or informing a client for an issue).

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Send reminders manually

    Send reminders manually with a separate mail intro (per company profile) and make a note of this under Payment History

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Mail template

    Create a mail template for each company profile. Could be just a field for text that appears above the download link.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tab for outstanding itemizedby customerpayments

    Create a tab for listing outstanding payments itemized by customer

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tab for OUtastanding Payments

    Create a tab for Outstanding payments

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quickbooks Export

    Export an invoice to Quickooks in QB format for desktop

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Creating Credit Notes

    Creating Credit Notes: most invoice systems make it possible to create a credit note from an invoice. A credit note is created from an invoice (so Copy as Credit Note) is called as such (so not the big INVOICE) but has an invoice number just like invoices (same serie of numbers). Numbers are clearly negative (not with brackets but with minus sign)

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add signatures per company profile

    Add signatures to company profiles as these are different for each company like the logo is.
    You might consider simply adding a %%variable%% for the invoice link and the name (for Dear %%firstname%% Second name) in the signature, so that the full mail can be customized per company profile.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Send reminder of old invoice when sending new invoice

    Option to automatically add links to old invoice when sending new invoice.

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Recurring Page Sort Option

    New Recurring Profiles

    The features is useful for me because it automatically will invoice my client. Unfortunately, I have to change the quantity once if a while. It would make my life easier if you can display when the next invoice to be send out.

    Also an option to Sort by client name, starting date, last sent or when the next invoice will be send will be helpful

    Thanks
    Roel Sarceno

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Due date colume for recurring

    Being able to see Due Date column on Recurring

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Tax exempt

    Option for tax exempt (specify vendors seller permit #)

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. down payment / retainer fee

    Option to add down payment / security deposit / retainer fee

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Change or sort items on Invoice / Estimate

    Option to change the order of items in the invoice/estimate

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Advertising your service on the invoice

    Advertising: It would be nice to have an option to add advertising to all invoice.

    Sample: SNC now offers phone service at incredible low prices. For details goto or call...

    Every time they view invoice or estimate, different ads will be display on the bottom of the page.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

General

Feedback and Knowledge Base