Feedback

Ability to assign a fixed fee to a project

We'd like the ability to add credit memos to the billing system.

Once a proposal is signed, automatically create a project based on the settings for the proposal itself

For one-time invoices, allow for scheduling of the auto-pay for a future date (not the invoice date)

When using the "Mark as Paid" feature on invoices (for example, the client paid with a check), there's currently no way to go back to that payment and say "canceled" or "failed" if the check didn't go through. Give the user the ability to modify the payment status on invoices that were manually marked as "Paid".

When a client updates their CC on file ability to delete the other card used and change to the new default card on file.

Different employees bill at different rates for different services. Give users the ability to add multiple labor costs per employee so that this can be accounted for in billing.

The figures on the Effective Hourly Rate Report are skewed for me as some of my clients in FC are linked to Client Groups. For Billing purposes, I bill a single Client as they want 1 invoice for their group of companies. The hours worked on other Clients in the Client Group are not reported within the amount that was billed for the single client in the client group. This skews my profitability by 'client' as the client is really the 'client group'. I'd like to see an option to group clients that are within a Client Group as a single line item with total billed and total hours for all of the clients in the Client Group to give me a correct profitability for that Client Group.

Ability to filter out if an invoice was paid by ACH/CC/ or manually marked paid

If a proposal uses a Service Item, and that Service Item is edited down the line, give the ability to push the changes made to the service items to the proposal(s) and proposal template(s) so that everything stays consistent.