When bringing in notes from timesheets to invoice, the notes should not have a zero price
I am finding customers always ask why we have a zero priced item in the invoices. Reckon brings in the notes and puts a zero item as a line item. It would be clearer for everyone if we can add notes as line items without a price.
Add the paid date of an invoice so that when i go into my paid invoices I can quickly see when they were paid without having to go into the "view history" screen.
Have an online (digital) invoice that has a Pay Now button; a link in an email is not suitable for a number of reasons, including issues with the receivers mail client.
A Notes box like the Payment Method box that can be used as a default in Settings - Day to Day - Money In - Invoices
this would be useful if a client has Licences for example Building, Plumbing, Gas or Refrigerant Handling that needs to be on all invoices. At the moment have to type in or copy and paste
Allowing Finance Charges to be applied when receiving customer payments
Rather than having to raise a credit note against the customer invoice for fees deducted by online trading sites before payment is received by us, we should be able to select "Finance Charge" and put the correct amount of these fees in. Currently ...
Add 'invoice emailed automatically' as a column in Recurring Transactions
Need an easy reference if you can't remember if you have set that invoice up to automatically email. You don't have to open the recurring template to see.
Show Bill Entry PDF side by side with the bill as it is being entered
A person has to manually read a bill, then enter all the correct details into the corresponding fields... it would be nice to have the pdf side-by-side with the bill entry so you can copy/paste invoice numbers and descriptions across rather than r...
Add a, 'Make a Copy' button to the transaction edit header options.
It would be helpful to have the option to duplicate/copy the a 'Receive money' transaction as a once-off template for a new transaction. I recognise that for Invoices there is a workaround by using a Reccuring Invoice Template, and selecting 'copy...