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Invoicing & Finance

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 5 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 almost 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 almost 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 almost 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 about 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 about 2 years ago in Invoicing & Finance 0

Improved Service Fees/Billing Frequencies

Add options to set varying billing frequencies and bill clients based upon these Monthly Quarterly Annually On Completion Time-Based
Jon Ellis about 3 years ago in Invoicing & Finance 1 Need more feedback

ability to mark invoices as paid even when they are no longer linked to quick books

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...
Vanessa Ennis 9 months ago in Invoicing & Finance 0