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Invoicing & Finance

Invoice to show the number of hours or part thereof rather than unit 1 X the total value

Clients want to see the number of hours on a project so they see value for money. The transparency is huge and this prevents queries and questions
Guest over 1 year ago in Invoicing & Finance 0

Adding name of client to statements sent

It would be useful to have the client name on the statement name when we invoice it so when it comes into our inbox we can see straightaway who it is for instead of having to go into the statement everytime, not all emails to clients contain the c...
Vanessa Ennis 7 months ago in Invoicing & Finance 0

Marking Invoices paid and it takes you back to the invoice list where you left off

When you are in the invoicing lists and you go into mark the invoice paid on a specific date it would be helpful that when you save that information it brings you back to the invoicing list exactly where you were, as if you were searching a partic...
Vanessa Ennis 7 months ago in Invoicing & Finance 0

Enter Payment dates/types and Part payments to invoices

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
Guest about 3 years ago in Invoicing & Finance 0

Option for DD payments on invoices

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.
Guest about 3 years ago in Invoicing & Finance 0

Client payments

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.
Guest about 2 years ago in Invoicing & Finance 0

Improve integrations with FreeAgent

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.
Guest about 2 years ago in Invoicing & Finance 0

Ability to format invoices into own design etc and remove discount

Have the ability to format the invoice style within settings in perticular remove discount
Guest about 2 years ago in Invoicing & Finance 0

Link invoicing with BrightBooks

Integration of sales invoices to BrightBooks
Guest over 2 years ago in Invoicing & Finance 0

Monthly totals of Invoices shown ex VAT

To show monthly totals on Invoices without VAT, would give exact amount of sales
Vanessa Ennis over 2 years ago in Invoicing & Finance 0