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Invoicing & Finance

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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 almost 3 years ago in Invoicing & Finance 0

Fee Projection Reporting

Provide in-depth insights/reporting into the projected revenue for your practice.
Jon Ellis almost 3 years ago in Invoicing & Finance / Reporting 0

Allow decimal discounts when invoicing

Accept decimal figures (example 12.5%) when invoicing and not round it to the nearest whole number.
Miriam Sackie-Mensah about 2 years ago in Invoicing & Finance 0

Client Statements

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.
Guest over 1 year ago in Invoicing & Finance 0

invoicing 1 entry for total fee instead for each entry

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...
Guest about 2 years ago in Invoicing & Finance 0

Display more timesheet data in invoice line items

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.
Guest over 2 years ago in Invoicing & Finance 0