General

  1. Create products on invoice import

    Create product on invoice import.

    Generally an invoice will have all the data needed to create products on import, or am I missing something?

    1 vote
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  2. Hide buy now button on catalog page

    Deactivate or hide buy now button on catalog page. If you de-actavate then invoices can't be paid.

    3 votes
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  3. List partial payments on invoice

    Indicate partial payment dates and amounts on invoices in addition to showing current balance.

    4 votes
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  4. Address update by customer

    Allow the invoice to be updated with the customers information. Many times, up front, all I know is their name/email. They have to enter their address anyway to pay the bill, should be somewhat easy to have it update their info.

    1 vote
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  5. Late Fees

    Add an option to set up late fees for services.

    1 vote
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  6. multiple payment buttons

    100% of the invoices I have sent out so far, I have gotten feedback that the "pay now with credit card" button is difficult to locate. It was suggested that another redundant button be added to the bottom of the page as well.

    1 vote
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  7. Billing Timer

    Add a billing timer to your android app, and your website would be PERFECT!!

    1 vote
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  8. personalized title of invoice

    title of invoice. i contract with various home owners and follow jobs by last name I.E. Kaplan Residence , Jones Residence, Madison Vista Apartments. Id like the title to be filled with clients name rather than 'invoice' makes it more personalized emphasizing there importance not the fact they are getting a huge bill. invoice should be small letters in the client info with invoice number or project number in my case as contractor to referance

    1 vote
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  9. 1 vote
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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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    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.

  18. 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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    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.

  19. Credit Field

    Field for Credit

    0 votes
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  20. 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

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