Invoices functionality needs a lot of love
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Ron K
While the raw functionality is there, invoices still needs a lot of polish in order to make it usable. Here are some suggestions:
- Recurring invoices needs to show up in the CONTACTS view under payments. this should include all future payments as well as past invoices that have already been paid
- When creating a recurring invoice through an automation, there needs to be an option to set the invoice to send on a certain day of the month. Currently it gives us the option to set the day and week when an invoice is due. However, most contracts are not written this way ... they are usually written as the X day of the month.
- The parameters of an automation should accept TAGS as input. Currently, it does not have that functionality which makes it very difficult to setup dynamic workflows. This fix will help all workflows (not just invoice workflows). I have explained that in the following Loom video: https://www.loom.com/share/0ef402d2ed174ece8427835e081d023a?sid=5acc6052-2b49-4adb-b8fd-d6c9ff2291c2
- Please allow customers the option to pay an upcoming recurring invoice early. Currently, recurring invoices do not allow this functionality (see the Loom video).
- Please allow us to hide some sections in the PAYMENTS panel inside of a contact. Most of us only use one of the four panels so we should be allowed to hide or at least collapse the panels that we are not using.
- Please allow permissions for specific USERS to reconcile payments. For instance, my accountant (and only my accountant) should be able to go into GHL and mark a checkbox next to each payment that has been reconciled with our company bank statement (to make sure that the funds actually arrived).
- Please add an option to add a X% surcharge to a bill if the user is paying via credit card. This would only apply to credit card payment ... if the user pays via eCheck / ACH or cash, there is no surcharge added.
8. Please add the functionality to charge a late fee if the user pays after the due date.
I run a cosmetology school and here is a contract terms which we wanted to setup with recurring invoices. If you look at the Loom video (link above) you will see that the current invoice offering does not have the features to execute these standard terms which are common for most contracts:
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J
Jesse Hall
Sales & Marketing We still need to be able to modify an invoice after it has the paid status. We are still running into a pretty significant problem of editing invoices and clients paying invoices in full. Even with us clearly designating a payment schedule, almost 30% I would say of our clients are struggling and paying the full invoice, locking us out. When they book and the span of time between then and execution of event, many items change, guest count changes, bar changes up to the final minutes of an event, and we are now left creating two invoices per event.
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Sales & Marketing
Merged in a post:
Edit Invoices After Mark as Paid + Backdate Invoices
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Lauren Scalf
I recently had an invoice paid then the client disputed the payment with the bank for no reason other than to be a horrible person. I now have an invoice marked as paid that is not actually paid now. So I'd like to be able to unmark an invoice as paid (I was able to do this in Hello Bonsai and Honeybook). Or even delete/void them.
I would also like to be able to backdate invoices to whatever dates I choose for invoice Issue Date and Invoice Due Date.
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Jesse Hall
Sales & Marketing This is highly needed for many businesses from home services to event venues. Please merge with this post and implement. https://ideas.gohighlevel.com/invoicing/p/ability-to-edit-invoice-after-payment-makred
And this one
and this one
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Brian Foster
Oliver, #7 does not exist, unless I'm missing something. There is an ability to add a surcharge for the invoice but it can't be applied based on the channel the customer uses to pay (i.e. credit card surcharge and no surcharge for ACH).
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Oliver Cordingley
Some of the features you're requesting already exist (7 & 8)
Although great suggestions with the rest of them.