Invoicing & Finance

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...

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...

Integration of sales invoices to BrightBooks

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

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

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...

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.

Enable bulk sending of client statements so you dont have to individually click email on each one. By queuing the emails you can still delete ones you didnt wish to send and this will save a lot of time.

Currently we detail all the work carried out for a project and only include at the bottom of the page the total price plus Vat. ie we do not include a price in each line of work. We need to have the option not to include an amount on each line; Ca...

When invoicing direct from timesheet data I want the client to see in the invoice: Date the time was spent. Elapsed time. (possibly) hourly rate.