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  1. 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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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • 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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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 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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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 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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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  • 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.

                    • Credit Field

                      Field for Credit

                      0 votes
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • 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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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Search by dollar amount

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

                          1 vote
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add sender name to invoice mails

                              It would be good to add a sender name (name of 'my' company) next to the sender-mail address. "My Name" <support@...> as only the support@billiving.com address is confusing

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

                                  We don’t have an interface with PayPal subscription services yet, however you can create a recurring profile at BILLIVING.

                                • 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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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Item date column on invoices

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

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