Feedback

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.

It would be super helpful to edit recurring invoices instead of having to cancel them and then remake them

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

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

It would be great to be able to see an audit log of when the client opened or view the invoice.

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".

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.

The customer billing address should be included on the Invoice "Bill to", but isn't.

Ability to edit the date you marked something manually paid. Client may have given a check or cash payment on Monday, but I didn't get around to marking it manually paid until Thursday.

Only clients are able to delete payment methods in the client portal themselves. However, it would be nice to have the ability to do so ourselves, especially when cards expire, close, etc.