Paul Schwegler
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20 results found
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59 votesPaul Schwegler
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21 votesPaul Schwegler
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5 votesPaul Schwegler
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11 votesPaul Schwegler
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24 votesPaul Schwegler
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27 votesPaul Schwegler
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An error occurred while saving the comment Paul Schwegler
commented
My area has recently implemented a very complicated local option tax that is going to require us to be diligent in the correct selection of our tax rates for our customers. I would really like that it is required to choose a tax rate before creating a customer. It would be REALLY cool to be able to automate the rate selection based on the location of the work as well as the city and county that the address lookup provides, but that is probably asking too much!
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68 votesPaul Schwegler
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An error occurred while saving the comment Paul Schwegler
commented
To add to this, It would be nice to have a variable to add to the invoice templates that shows the prepay hours used on that invoice. The current {{customer_prepay_hours}} variable only shows the balance left. My customers are asking to see how much was used on THAT invoice because it's a PITA to go through and add up the little .25 and .5 chunks when there are 30+ tickets.
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11 votesPaul Schwegler
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An error occurred while saving the comment Paul Schwegler
commented
Yes, this is SO annoying. Every quarter we have a few items that missed taxes and then we have to go back and basically give up 6% profit to pay sales tax we didn't collect. Tax should default to YES and get overridden if the CLIENT is marked as non-taxable.
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7 votes
An error occurred while saving the comment Paul Schwegler
commented
Noone thinks this is a good idea?
Paul Schwegler
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5 votesPaul Schwegler
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An error occurred while saving the comment Paul Schwegler
commented
I would like to second my opinion that this should be implemented. I have three reminders set up, one for 30 days that is friendly, one at 60 days that is a bit more aggressive, and one at 90 days that is very stern. I would like to trigger a physical mail message with this reminders since sometimes we don't have the best e-mail address for the customer, or they miss it, etc...I think that this could GREATLY reduce the amount of invoices passing the 60 day mark.
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39 votes
An error occurred while saving the comment Paul Schwegler
commented
+1 for me, this is a huge PITA to add all of the potential labor services that we offer to every client that get a % discount off of labor.
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20 votes
An error occurred while saving the comment Paul Schwegler
commented
I would like to add, it would be nice to be able to edit the order they appear in under the admin>Ticket worksheets section. Maybe that is also how you control the auto-population order?
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11 votes
An error occurred while saving the comment Paul Schwegler
commented
add to this "Has / Doesn't Have Recurring Invoice". We have to re-send all of our recurring invoices becasue of the recent pdf attachment bug and it would be really nice to be able to send a message to all customer with recurring invoices explaining the error etc.
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13 votesPaul Schwegler
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1 votePaul Schwegler
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0 votesPaul Schwegler
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5 votesPaul Schwegler
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0 votesPaul Schwegler
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10 votesPaul Schwegler
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17 votes
An error occurred while saving the comment Paul Schwegler
commented
I know there are multiple threads about this, but this is important enough that I feel I need to go through all of them and make a comment. We NEED to be able to set a custom labor rate on a per client basis. Accidentally sending out an invoice with the wrong rate is really going to hurt come automatic invoicing time. We will either lose money, or have to look like fools who can't manage our invoicing.
This needs to be expanded to a report that shows all invoices that have been e-mailed but not read, and then the ability to send a snail-mail invoice as a followup.