Accounting Ideas

When invoice is previewed whilst creating the invoice, the CIS deductions do not show. they only show after the invoice is saved and then previewed.

Automatically create an invoice at the start of each month with the relevant recurring charges that can be edited during the month with additional items. Set the invoice date to the last day of the month (or date to suit).

Dans la Page - Ventes -Créez, consultez et gérez vos factures et notes de crédit de ventes. Dans les paramétrages de la liste ( ou personnalisations) Ce serait vraiment bien de pouvoir ajouter la case NOTE dans les paramètres des choix de ...

I would never need the option for discounting on our service invoices so would like to be able to remove it as I have entered figures in error a couple of times.

A Pro Forma Invoice should not affect the GL. It should be just a print out modifiable View Invoice, however instead of INVOICE should appear PRO FORMA INVOICE and I should be able to adjust the price or description. Below is the definition of a P...

for bad payers so the person invoicing knows to call the customer to get payment and not leave them to pay once work has been done

When you are running statements for customers there should be a running cumulative balance on the statement which adds the individual invoices to the running balance and deducts off the payments as they come in on date order.

Being able to report on quotes by customer, geographic region, value by sales person. Analysis types not available on quotations at present, would be a really good improvement