Feedback

Would like to give clients the ability to partially pay an invoice or let us mark an invoice paid partially and that would leave the remaining balance out in the invoices for the client.

Per the screen the client sees upon signing a proposal, a confirmation email is supposed to be sent to the client - BUT THIS DOES NOT HAPPEN!!! Can this wording either be removed OR can the confirmation email actually be sent? We are intending on sending the bulk of our tax season proposals on/around 12/1 and this issue is going to cause problems with our clients (them expecting the confirmation, not getting us and then having them reach out to us to confirm).

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

Give users the ability to create and send proposals in bulk. The selected contacts should be the Default Contact on each client.

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.

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

We currently have a process where we create all our client invoices as drafts monthly and review them internally before they are sent out to the client. Once the review is complete and invoices are approved to go to the client we currently need to send them individually. It would be great if we could select a checkbox and bulk send the ones we want. This could include sending all, some, or just a few at a time but having the capability would save a lot of time.

Allowing users to send an invoice directly from the ellipsis menu under Billing—rather than navigating into the invoice and selecting Edit—would streamline the workflow and save valuable time.

We have clients pay us before we do the work and need to be able to post retainer payments. We then perform the work and bill our time against the retainer. I'm kind of surprised this isn't already a feature.

When editing or creating an invoice, the "Amount" field does not allow me to enter the full value. For example, when I try to type $100, it glitches and converts it to $1. Additionally, a decimal point appears and disappears randomly.