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
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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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
commenté
Annual Survey 2018 Question 10
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Raymond Tsui
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Annual Survey 2018 Question 10
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Daniel Silver
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Annual Survey 2018 Question 10
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Vera Vest
commenté
Annual Survey 2018 Question 10
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Tyler Lucas
commenté
Annual Survey 2018 Question 10
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Robert Salm
commenté
Annual Survey 2018 Question 10
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Karen Leonard
commenté
Annual Survey 2018 Question 10
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Robert Mueller
commenté
Annual Survey 2018 Question 10
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Gabriel Nadeau
commenté
Annual Survey 2018 Question 10
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Eric Lemire
commenté
Annual Survey 2018 Question 10
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Nicole Grimm
commenté
Annual Survey 2018 Question 10
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Nate Jones
commenté
Annual Survey 2018 Question 10
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Ed Lance
commenté
Annual Survey 2018 Question 10
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Blair Hicken
commenté
Annual Survey 2018 Question 10
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anonyme
commenté
Annual Survey 2018 Question 10
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Marcel Vachon
commenté
Annual Survey 2018 Question 10
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Ketan Katariya
commenté
Annual Survey 2018 Question 10
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Jesus Zarzosa
commenté
Annual Survey 2018 Question 10