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5 results found

  1. Partial Quantity in Invoices

    We would like to see the ability to enter partial quantities into Invoices - for example, currently you only allow whole numbers in the 'Quanity' field, however we have a client we bill hourly and we use partial hours (i.e. 1.5 hours, 1.25 hours, etc). Since we are unable to use the 'Quanity' field, we are also unable to use the 'Unit Price' field appropriately.

    8 votes

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    1 comment  ·  Invoices/Customers/Accounts Receivable  ·  Flag idea as inappropriate…  ·  Admin →
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  2. Allow Invoices to be downloaded in Word

    Could you please add the option to download the Invoices in PDF or Word as you do with the Grant Letters?

    We still need to edit the invoices to add tax when needed. Because tax is based on a percent and not a flat number we still need to edit that line and the overall total.

    Currently we have to send the invoice to ourselves, open it in Word to edit and then send it to the customer. This doesn't save us any more time than doing the Invoices outside of CSuite.

    Thanks!

    5 votes

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    Planned  ·  0 comments  ·  Invoices/Customers/Accounts Receivable  ·  Flag idea as inappropriate…  ·  Admin →
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  3. Print Invoices in Batch

    We have just completed our annual member invoicing process; I was able to import the invoice details, but had to generate the invoice document one record at a time, and print each invoice individually. Being able to batch process multiple invoice records would be helpful. The process of simply printing the invoices to go to members took multiple hours today versus the few minutes it should take.

    2 votes

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  4. invoices-change fund

    Would like the ability to change the fund on an invoice after it has been created. Not being able to do this without deleting the transaction and creating a new invoices creates problems with the integrity of the invoice numbering if invoice has already been sent to the customer.

    2 votes

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  5. Expand number of characters able to view in Invoice 'Detail' and Create Voucher 'Items'

    when entering vouchers or invoices, allow user to view entire description entry by increasing number of characters shown in field, or wrapping text. same with the account fields - can only see a portion.

    2 votes

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