Feature Requests

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Retainer credits should be easier to Read on Invoice

Client's pay on invoices when they have a retainer credit.

s it possible to have your team show the credit amount in brackets or as a negative amount. A positive number to someone in a hurry just looks like a total due.

 It would be REALLY amazing if an invoice with a credit can automatically generate a message on the top that says “THIS IS NOT A BILL…NOTING IS DUE AT THIS TIME. THIS IS JUST AN ACCOUNT OF HOW YOUR RETAINER HAS BEEN APPLIED THIS MONTH”

 

  • Norma Barros
  • Oct 14 2019
  • Shipped
How often would you use this request?

every month when running invoices.

  • Attach files
  • Nathalie Bermond commented
    August 13, 2020 14:52

    Has this been done? I see in the comments it was "planned to release mid of November" (2019) but I don't see the option on my invoices.

  • Guest commented
    November 13, 2019 22:00

    This should apply whether the retainer balance is held in trust or in operating.

  • Admin
    Shoaib Mehmood commented
    November 05, 2019 13:31

    Planned to release by mid of November