In Progress
Britanni Dighero
5 years ago
ALso just realized that we cannot send invoices directly from the system. It would be great to have a send button available when creating the original invoice or on their billing page after the fact.
Kira Gehle
3 quarters ago
I'd like to bump this one back up on the list. We charge for postage for virtual forwarding mail to our virtual mail members, which makes it difficult to know ahead of time what to charge. It would be great it there was a check box at the bottom that allows us to add a charge, but then have it added to the end-of-the-month invoices opposed to sending them an invoice immediately.
Allison Blevins changed the status to In Progress
2 quarters ago
Britanni Dighero
5 years ago
At the moment it looks like we can add ONE custom charge at a time. We often sell events as packages (Event Coordinator, Catering, A/V Equipment, etc), each item in the package should have its own line item so clients can see the total cost breakdown. At the moment it looks like none of the individual data points can be saved onto one invoice, we have to add the total on the invoice and provide the breakdown via email, it's awkward, feels incomplete and unprofessional. (I'm new here, so if I'm missing something let me know!) Ideally: When creating the original invoice - The "Create Custom Charge" button on the member billing page would be reworded to "Create Custom Invoice" The invoice page would have an "Add Line item" button where you could add as many items as needed until the invoice is complete, then the "Invoice "Member Name" button would be pressed to provide the full invoice. When editing an existing invoice - It would be ideal to have an "Add line item" button at the top of the manage invoice page and an "edit" button attached to each existing line item.