9 results found
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Multifund Invoices
We would like the ability to create multifund invoices just as you can with many other areas of CSuite.
21 votes -
Import Payments
It would be helpful to have the ability to import payments, similar to how we can import invoices in bulk. Our foundation processes a monthly batch of pre-authorized debits, and currently we have to manually enter each payment and apply it to the related outstanding invoices. It would save time if there were a .csv upload option for payment records.
5 votes -
Loans between 2 Funds
We are testing using Loans in Csuite for the first time. It would be great if a loan could also have the option to be between 2 funds so that the system would not only create the entries on the fund making the loan, but also on the fund receiving the loan. And this would extend to the payments as well - that the system would make entries on both funds. In our case, we are loaning to an affiliate organization which has its funds with us. The payments are coming from that fund.
3 votes -
recurring invoice
Please add capability to set up recurring invoices for incoming cash payments such as rent that is received on a regular basis (most commonly monthly in our case)
2 votes -
loans - need option for sub accounts on creation
When setting up loan accounts in the Accounts Default section, you must assign only one account for Loans Payable, Loans Receivable and Loan Interest. We have 3 separate loans that are sub-accounts of these accounts. So each time I set up a loan, create a voucher for the loan payment, invoice interest payments, or invoice for a principal repayment, I need to reset the defaults so that they map to the correct sub account. Is there a way that you could allow us to enter the main account as the default but then choose the correct sub account as a…
3 votes -
invoice
We hold a paid program for executive directors for other local nonprofits every other year. We use C-Suite's Invoices to invoice the nonprofits. For those nonprofits that pay by credit card, the transaction ends up in Donations. It would be great to link their "donation" to their open invoice.
1 voteIn the new portal, a profile will be able to pay an invoice by credit card with the customer tab enabled. This could eliminate this problem. To apply a credit card payment to an invoice, it must be a profile payment, not a donation.
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Buckets for Invoices
In the June Sandbox release the new update for invoices makes it difficult to see the most recently paid for invoice in the paid bucket. It would be nice if the most recent was at the top of the list instead of having to click the date buttons to bring them to the top. Having the oldest paid invoices first doesn't make sense.
3 votes -
Invoice Confirmation Receipt Letter
With enhancements being added to CSuite for Invoices, having the ability to send a confirmation receipt once payment is received would be beneficial. Currently when we have organizations request an invoice prior to fulfilling their contribution, we have to complete this outside of the software and then enter as a donation in order to acknowledge their gift.
But if we were able to send a receipt as we do donations this would allow for us to record the entire process in CSuite.
1 vote -
Payments - Search by name.
Need a search method by name or list in order to view if an individual made a payment. Possible add to donor profile under donor designation tab along with grants/donations/etc.
1 vote
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