Feedback

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.

I am trying to track my payouts and I see that the payous only show the succeeded dates. It would be helpful to add an in progress section so we know who has ACTUALLY paid.

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.

Being able to change the invoice number after generated/synced to Quickbooks. I noticed that sometimes an invoice number will be reused in FC and will not sync the invoice over to QB because there is already an invoice with that number in QB. Would like to be able to change the invoice in FC after attempted sync to not be a duplicate.

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.

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

From Reports>Revenue Insights- when a report of payments gets exported. Payment method and date of payment to be added to the report.

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.

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.