Settings and activity
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8 votes
Benjamin Barbi
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397 votes
Hi community, we appreciate many businesses have adopted single sign on with providers like Google, Microsoft Azure/Entra, and Okta to easily streamline logins to many applications and manage operational risk. Our team are staying close to votes and feedback of the idea here, and though we can't commit to development at this time, we will be sure to let you know of any progress toward enabling single sign on
Benjamin Barbi
supported this idea
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6 votes
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223 votesBenjamin Barbi
supported this idea
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I currently have a lot of monthly recurring invoices that go out to clients for subscription based services. I also have integrations with other apps syncronising other billable activity to these same clients like inconsistent billable time, extra retail purchases, etc. Currently to deal with this I end up with multiple draft invoices at the end of the month for the same client. Id prefer to have one so I need to copy the main invoice name (january services), then select all invoices for a client, click copy to-> new draft invoice, paste the reference in, create the invoice then go back and delete the original draft invoices. I then send them.
There's two possible solutions to this:
1:(Easy one), When merging multiple invoices, have the option to delete the originals and select which refernce you want to use. You would end up with one neat invoice.
2: Have the option to create a monthly billing queue per customer. basically like a recurring invoice with a reference, but its open so any charges (even from integrated apps) come in to that queue (open draft invoice) and at the end of the month you can approve or reject or even edit the line items and then approve the draft and send it. Would save HEAPS of time and give a lot of flexibility on how we charge.