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Partner Portal (Cumulus)

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14 results found

  1. Better Invoice Format

    • Include sub-total per org in PDF invoice
    • Include Account Number
    • Add customized info on line items o the SherWeb invoice
    • Attach as a PDF
    • Preview PDF version of the invoice;
    • Export format to ease QuickBook import
    178 votes

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    38 comments  ·  Invoice  ·  Admin →
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    under review  ·  Eric Lacroix responded

    The team has started collecting insight if you haven’t been contacted and wish to provide some insight please feel free to reach out to me with your contact information: http://calendly.com/elacroix

    You may also be interested in voting or looking at “End Customer facing Portal for User adds/changes” http://feedback.sherweb.com/forums/917740/suggestions/31759024

    PS: You are receiving this message because you either vote on this idea or because you promote it as a weakness during our annual survey.

    Eric Lacroix
    Product Director, Platform

  2. Improved QuickBooks Integration

    Better QuickBooks integration with client/sku specific pricing sync'd

    5 votes

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    1 comment  ·  Invoice  ·  Admin →
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  3. White-label Integrated Billing

    White label billing from within Cumulus for services.

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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  4. Synchroniser les produits à 0$ (OBNL) à quantité 1 dans ConnectWise Manage

    Est-il possible de synchroniser les produits à 0$ (OBNL) de quantité 1 dans ConnectWise Manage? Auparavant, on m'informait que c'était voulu, mais est-ce encore d'actualité ? Et pourquoi est-ce voulu, car nous aimerions que les produits de quantité 1 et plus soient synchronisés. Merci de considérer, ça nous fait perdre des ventes car les produits à 0$ sont refacturés aux clients car ils sont dans notre offre, combinés avec d'autres solutions. Si ce n'est accepté cette demande, il serait important de préciser cette imperfection car ça rend la synchronisation à ConnectWise Manage beaucoup moins intéressante pour nous. Merci.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  5. Department or Cost Centre setting for Invoices

    I checked with your Billing team before submitting this. You currently do not have the means for us to create Departments or Cost Centres. As a result, our Finance person has to manually separate 106 licenses across 20 different departments to apply the invoice to the correct budgets. This is painful and very time consuming. Would be far better if you could add this breakdown setting for customers. I'm sure all your customers would find this very helpful, especially ones larger than us.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  6. NCH InvoiceExpress Integration

    Integrated billing with NCH Invoice Express (similar to Quickbooks), I will gladly be a tester

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  7. Add Service Period to invoice export

    Add Service Period From and To to the invoice CSV

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  8. Multi-billing

    The ability to bill one domain but allocated across mulitple organisations

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  9. AUTO PAY

    I appreciate the feature of auto pay open invoices when a new payment method is added. IF there are multiple invoices open when the payment method is added, it attempts to charge the card for all of them at once and triggers fraud protection. Maybe a delay, or no auto pay if there are more then 2 open invoices. Thanks!

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  10. Direct invoicing of client subscriptions with autopay

    Ticket tracking and invoicing application for MSP's.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  11. Expand/Collapse All

    When viewing an invoice add an option to collapse all or expand all, so you can quickly get to a customer on screen and view only their info.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  12. The ability to assign different credit cards to different organisations

    Have the ability to assign different credit cards to different orgs

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  13. Print invoice without having to create aPDF

    The ability to print a clean invoice without having to generate a PDF

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  14. 1 vote

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    0 comments  ·  Invoice  ·  Admin →
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