Tag: invoicing
- 2Allow bank transferSome clients prefer to pay directly via bank transfer (and can set their own standing orders). Having this, even as a tick box on invoices, would be helpful.For now I have added our company bank ac... Read more...
- 1Add Starling Bank integrationIntegration with Starling Bank would be great and a useful gateway for clients wanting to pay invoices directly by bank transfer.https://developer.starlingbank.com/docs
- 1API - POST / GET / DELETEcould use Swagger UI documentationwould be great if these actions could be used for each module: - Marketing List Contacts (not just CRM contacts) - Calendars - Invoices - Tasks
- 1Zapier TriggersWe need more Zapier triggers: 1. When a contact is updated 2. When a company is updated 3. When an invoice is created 4. When an estimate is createdWe need more Zapier actions: 1. Create an invoice ... Read more...
- 1PLEASE allow us to disconnect quotes from invoices.I'm sure I'm not the only one who would prefer to use a full-fledged bookkeeping program for invoicing, but keeping quotes in SuiteDash is fine. But that's impossible with the invoice auto-generating.
- 1Different types / templates for invoicesIt would be great to have an ability to customize invoices, create different templates and have separate numeration systems for them. It would help to adapt invoices to our local regulation. Also I re... Read more...
- 1Contract ProfilesIt would be very helpful to automate my workflow more by adding Contract Profiles, just like Project and Invoice Profiles. This way, I could have a Contract Template drawn up automatically for a Conta... Read more...
- 1recurrent invoice creationability to create a recurrent invoice and be able to edit it to add or modify the items.
- 1schedule the Invoice generationIt would be nice to add the date to generate the invoice so we can schedule the generation of the first invoice so we can generate the invoices in advance.
- 2Add ability to take deposit on InvoiceOn top of partial payments to split up invoice amount, the ability to take a deposit immediately or by a certain date would be useful.
