Invoicing & Finance

when billing clients its helpful to see which clients haev the most time on them and you cannot do this without going through every page.

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

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.

We no longer use Quickbooks integration but the invoices raised when it was linked to our BM means I cant edit the invoices or mark them as paid (unless paid in full), also i cant add a part payment on these invoices either as they were done in BM...

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