Updates to Payments
B
Braedon Kruse
- Ability to customize or add company information directly on an invoice instead of needing to modify the contact record outside of when creating an invoice.
- Make sure that a late fee is only charged to an invoice that is not processing. We had a customer that recieved a revised invoice with a late payment fee while the payment was processing on that invoice.
- Invoices need to sync with Stripe in order to show on Accounts Receivable. Invoices are currently not syncing with Stripe, only payments are showing in Stripe.
- Can't update a recurring invoice without forcing to resend it to the client. We need to be able to update the invoice and keep it on its existing/preset send schedule.
- Ability to add work performed to an upcoming recurring invoice. As work is performed throughout the month (billing cycle), would like to be able to add "billable work" and acrrus that to automatically add to an upcoming recurring invoice. Opposed to having to create a separate invoice.
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