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Partner Portal (Cumulus)

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  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

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