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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”
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How often would you use this request?
every month when running invoices. |
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.
This should apply whether the retainer balance is held in trust or in operating.
Planned to release by mid of November