Feedback

I'd like to have an option to send proposals without requesting a payment method.

We use recurring invoices for monthly services that are billed in arrears. We would like a way to dynamically display the applicable service/accounting period on each recurring invoice along with the corresponding reoccurring projects(S). For example, an invoice generated on October 1 would be for services performed in September, and we would like the invoice line to automatically display something similar to: Monthly Bookkeeping – September 2026 And link to the reoccurring Monthly Bookkeeping (September 2026) project.

Would like a user permission where my team can create the invoices, but not allowed to send.

Currently, when a discount is applied, the invoice shows the discount amount, but there isn’t a clear subtotal showing the original amount, discount, and final amount charged. It would be helpful to see the subtotal, discount and amount due listed on the invoice.

Show the client information about the following: How much they have in outstanding invoices How much they have in credits with the firm How much they have in retainers with the firm Payments that have been made by them with the firm Additionally, give users a button to generate a PDF version of this statement for clients that don't utilize the online Portal.

Invoices are currently name by default with the due date when we download them

We often have multiple time entries on the same date, for the same service code, at the same rate. We need the Group By function to present the total hours for the day (not show multiple lines for the same date) on a single line at the rate. If there are multiple rates, we need them each to have a separate line.  This is fundamental for our practice and an essential need. Thanks!

Firms billing a bundled package want every service item listed on the invoice so the client sees the full scope, but with only a single total amount shown instead of a price on each line. Note this is distinct from grouping or combining line items: the individual services still need to be visible, only their prices are hidden. This is to avoid clients disputing prices on individual service items when a firm bills by a flat rate for an entire package of services.

Currently you can only see credit memos and what is scheduled to be recurring by going into each individual customer file. I'd like the ability to have 1 report that shows the scheduled recurring and if any credit memos are available or going to be applied in the next run.

to add to my request to be able to combine a pick of time entries it would be really helpful to be able to see more than just the service item when choosing what to pull in and out of the view on the invoice. I am praying I Pull the correct one to show to the client and having to copy and paste the time entry data... Example payroll. I just want to pull the entry with the pay date to show on teh invoice... The notes section needs to show when pulling time entries into the invoices.