Partner Portal (Cumulus)
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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 votesThe 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 -
White-label Integrated Billing
White label billing from within Cumulus for services.
2 votes -
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 -
Direct invoicing of client subscriptions with autopay
Ticket tracking and invoicing application for MSP's.
1 vote -
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 -
The ability to assign different credit cards to different organisations
Have the ability to assign different credit cards to different orgs
1 vote -
Print invoice without having to create aPDF
The ability to print a clean invoice without having to generate a PDF
1 vote -
1 vote
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