Invoicing & Finance

The invoicing method via Bright Manager is too restrictive, so we download the Work In Progress and bill via Xero separately - providing the hours, narrative and multiple billing rates. We then have to Archive each client separately perhaps 200 a ...

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

Allows us to import these into our accounting software by service to allocate to correct sales category Allows for better reporting based upon sales invoices raised by service category

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.

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP. For example, if the task is a self assessment tax re...

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.

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

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