Partner Portal (Cumulus)
Welcome to the Partner Portal (Cumulus) forum. This is your place to suggest your ideas and suggestions on how we can improve the Partner Portal (Cumulus).
Thank you for being part of our Sherweb community and helping us improve!
1 result found
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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
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