As sage the ability to copy information from the field above when posting items on invoices
When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.
Great - we can now have multiple Contacts for a Customer
Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean
the Invoice is marked in some way as being associated with that Contact,
emails to the Cust...
To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...
add terms and conditions on second page of invoice
It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...
ability to add custom % mark up to invoices and quotes
In our line of business we add a % contingency based on the overall itemised bill.
This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...
Invoice and Purchase Orders should have Line Item Numbers
When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.
The ability for customers to choose to add on a small amount of payment to go towards charity.
It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.
Convert quotes to more than 1 invoice for receipt of deposit purposes
We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...