Recurring Invoice
under review
C
Channing Gardner
Ability to edit recurring invoices. A client needs to be billed the same time each month, but they may add or remove services month to month. editing the invoice would be great.
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F
Fernando Vazquez
Yes, we really need this! I needed to adjust a recurring invoice's fee and it just didn't let me! I had to finalize the old one and create a new recurring from scratch
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Kate Cooper
Also need the ability to delete a cancelled recurring invoice as this is not an option?
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Wagner Vieitas
this is very needed!!!
C
Cyle Sicurella
Yes, this is critical from Home remodel companies that need change orders to the original invoice!
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Lisa Hines
I have a client that wants to pay me earlier than what I had scheduled the invoice for. Great news, eh? Yeah awesome....except I can't edit or change the recurring invoices schedule. No bueno for my bank account. Please provide the ability to edit the recurring schedule. Thank you.
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Sales & Marketing
Merged in a post:
Edit Invoice Templates
M
Mathew Koenig
Once you save an invoice template you cannot edit the information, even if it hasn't been sent yet. This is a MAJOR issue because it requires you to delete and recreate the entire invoice if there is a typo.
Also, if you have a recurring invoice but the contact person changes, the system does NOT allow you to change WHO that invoice is sent to. Again, BIG issue.
Lastly, the current invoice templates only allow sending to one contact. Many companies have multiple people CC's on invoices. It would be nice if the system would allow the ability to choose contacts that can be CC'd or BCC'd on the invoices.
S
Sales & Marketing
under review
S
Sales & Marketing
Merged in a post:
Ability to edit invoice after payment
C
Colt Melrose
I bill a creative fee that is required to book my portrait sessions. Then after the sales session is complete (after the session) I want to update the invoice to reflect the final order and process a second payment for the single invoice. Current system requires two separate invoices which lacks elegance and simplicity for the client.
Other systems I’ve used have this function. It records each payment attached to the invoice so for companies who need to track expenses, it’s there in the invoice/receipt, but it’s all under one invoice.
Seems that this functionality would also support partial payments for those who bill In full, but charge in split payments based on job completion.
Please update the invoicing system ASAP. It’s abysmal to say the least.
M
Marcel Lee
It would be great if I could change recurring time, interrupt and send manually if need. All others do.
D
David List
Yep bring it on
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