The columns in estimate temple needs to be able to be more flexible for email/print.
Printed or emailed formats of estimate are very "un presentable" and not professional. It creates very bad impression about the proposal/quotation. I have been using Accounts hosted and used to change layout to suit to make it nice and presentable.
I have several clients that require invoices sent to 2 contacts. These are are recurring invoices monthly. Currently there is not an option to add a cc or second email address to the recurring invoices.Can be considered?
Use invoice number OR customer name to allocate receipts
Bank receipts often come in with the invoice number as reference. It would be helpful to be able to allocate by searching either invoice number or customer name rather than go to the invoices page to find out who the invoice was for.
Option to design own invoice, bill and pay slip templates
This would allow clients who moved from desktop ranges to reckon one have that feature which they are already familiar with and expecting the same in reckon one.
Automated email reminders for outstanding invoices
Reckon One should automate the process of chasing up outstanding invoices.
Users can define when invoice reminders are sent (e.g. X days after issue), what text to include in the email reminder and whether to attach the original invoice.
Automat...
It would be useful to be able to line the receipt numbers with those in the paper receipt book, so being able to amend the starting receipt number would be beneficial!
Ability to add credit card surcharge percentage to invoices
It would be great if we could do up an invoice as normal and then because the customer wishes to pay by credit card we could then enter the Bank percentage charge to the invoice instead of having to manually calculate and enter the figures on the ...