Feedback

Editing ability on proposals rather than canceling and re-creating

On your billing platform, it would be nice to be able to set up late fees as a percentage or flat fee to be charged when the invoice becomes X amount of days late.

Is there a way to use a static discount label (e.g. "Courtesy Discount") while allowing the dollar amount or percentage to vary per invoice? Currently, we have to create, edit, or delete discount codes for every minor change (e.g., changing a $500 discount to $495, or 15% to 10%), which is very time-consuming and annoying.

I'd like to be able to run a report to keep track of when our contracts expire and must be renewed with the client. Currently I have to keep track of this outside of Financial Cents, but it seems like something that could easily be tracked in the system.

Create a page for Proposal templates so that users can create, edit, and delete proposal templates as needed.

Proposals that are set up with deposit and balance billing show up as two separate services on the client side on both the Proposal email and also the pdf version. Internally, it is very clearly two separate payments for one service and makes good sense, but almost every client is confused by what they see. Could the be fixed.

Currently I can only attach one PDF, but sometimes we have additional addendums or other files that we would like to include. It would be great to be able to attach more than one file to a proposal.

Would like an option to save draft when billing from unbilled time. This would allow for invoices to be reviewed before sent to client.

Once a proposal is signed, automatically create a project based on the settings for the proposal itself. With the project-based billing feature, ensure you can set a dollar budget when creating the project.

We want to turn on feature (even though our region isn't available yet) to access reports but not use the payments feature. Its the only way we can see budgeted hours, actual hours and project dollar amount all in one place. This would be so valuable to us.