General

  1. 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.

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  2. 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.

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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.

  3. 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.

  4. Credit Field

    Field for Credit

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  5. 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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  6. Search by dollar amount

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

    1 vote
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  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
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  8. 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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  9. 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

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  10. Item date column on invoices

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

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  11. 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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  12. 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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  13. 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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  14. 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…

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  15. Tab for OUtastanding Payments

    Create a tab for Outstanding payments

    2 votes
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  16. Allow reset of default nuber of lines.

    Allow to set default number of lines showing in Documents.

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  17. 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
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  18. 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
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  19. 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
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  20. Mail template

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

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