Invoicing & Finance

Add Revenue vs Cost Reporting View profitability within a given time period Segment profitability reporting by Client Service Client Manager/ Partner Assign non-time client costs Allocate practice costs

It would be more useful if invoicing functions were available with FreeAgent, there is no point in integrating with FreeAgent at the moment as it doesn't appear to have any functionality.

Have the ability to format the invoice style within settings in perticular remove discount

Integration of sales invoices to BrightBooks

To show monthly totals on Invoices without VAT, would give exact amount of sales

Enter Payment dates/types and Part payments to invoices rather than just paid or not It's frustrating to have to record elsewhere if a customer has paid by cash or paid a part pyt or overpyt

Ability to be able to add monthly dd payments to annual invoice. At the moment there is only POA which is very poor and has no information.

I'd like BrightManager to be able to collect payments directly from clients in the same way that Ignition does. This would offer a revenue stream for Bright and would remove another link in the chain from engagement to payment.

Provide in-depth insights/reporting into the projected revenue for your practice.

Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based