Invoicing & Finance

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

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...

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

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.