Feedback

Rejected or refunded payments should not show on the payment reporting. It scews all numbers!!!

Be able to insert placeholders into Engagement Letters/Terms so client and firm info automatically populates.

Would be great if when selecting the date there was a button for all time so you did not have to select periods using the calendar, would be particularly useful when straddling years.

Today our time entry lines added to a bill appear in random order and manually dragging to arrange them is just not practical. Can you have the lines sorted by Service Date (oldest to newest)? It would enable us to start using Billing in FC. EXTRA CREDIT- Add the ability to Group by Service Date.

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

Could there be an option to flag a client for outstanding billing, as well as sending us a notification that their payment failed?

Some clients don't have an email address, so we're unable to invoice them via Financial Cents billing. Remove the requirement of an email address.

Create a setting under Billing that allows firms to control if a confirmation email is sent (or not) upon receiving a payment. That way, firms can have control over client communication.

Different employees bill at different rates for different services for different clients. Give users the ability to add multiple billing rates per employee role at a client level so that this can be accounted for in billing.

Is there a way to collect ACH payments quicker than a week? We are finding that it is easier, faster and no fee associated if we debit amounts due ourselves through the bank. It takes a long time to process through Financial Cents billing.