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
Partner Portal Feedback
shared this idea
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
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AdminEmilie Arbour
(Admin, SherWeb)
commented
I would like to be able to label certain line items on our invoices with project numbers so that I can bill the charges to our clients
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This will remove the the need to log into the cumulus portal the retrieve the invoice.
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Samantha Stambaugh
commented
Annual Survey 2018 Question 10
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Raymond Tsui
commented
Annual Survey 2018 Question 10
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Daniel Silver
commented
Annual Survey 2018 Question 10
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Vera Vest
commented
Annual Survey 2018 Question 10
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Tyler Lucas
commented
Annual Survey 2018 Question 10
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Robert Salm
commented
Annual Survey 2018 Question 10
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Karen Leonard
commented
Annual Survey 2018 Question 10
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Robert Mueller
commented
Annual Survey 2018 Question 10
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Gabriel Nadeau
commented
Annual Survey 2018 Question 10
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Eric Lemire
commented
Annual Survey 2018 Question 10
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Nicole Grimm
commented
Annual Survey 2018 Question 10
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Nate Jones
commented
Annual Survey 2018 Question 10
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Ed Lance
commented
Annual Survey 2018 Question 10
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Blair Hicken
commented
Annual Survey 2018 Question 10
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Anonymous
commented
Annual Survey 2018 Question 10
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Marcel Vachon
commented
Annual Survey 2018 Question 10
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Ketan Katariya
commented
Annual Survey 2018 Question 10
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Jesus Zarzosa
commented
Annual Survey 2018 Question 10