Suggestion: Organize Invoice Fees by Date

Comments

5 comments

  • Avatar
    Martin Kanovski

    Hi Sima! Thanks for your feedback.

    Can I ask, do you mean the actual order of the line items (one-offs in your case) in the generated invoice or something else?

    0
    Comment actions Permalink
  • Avatar
    Sima Sweid
    Hi Martin,
     
    Yes that is what I mean - so that the generated invoices have the fees listed in order of date. Thanks!
    0
    Comment actions Permalink
  • Avatar
    Martin Kanovski

    Hi Sima,

    At the moment this is not possible because the actual Booking and the Fee for this booking are to separate things and the Fee for any booking actually doesn't "know" when the booking start/end date is. Also, Fees are a more general term, you can have Fees for things which are not bookings related and then sorting based on the booking start date in an invoice template will stop making sense.

    We will be happy to hear more feedback on this from you or other organizations.

    0
    Comment actions Permalink
  • Avatar
    Sima Sweid

    Hi Martin,


    Thanks for your response.  It makes sense how the bookings and fees are not all connected.  I'm wondering, would it be possible to organize the invoice into different sections so that fees are grouped together based on types; example, booking fees grouped together, one-off copy machine fees together, etc..?

    0
    Comment actions Permalink
  • Avatar
    Martin Kanovski

    Hi Sima,

    You can group the invoice items per Account. Grouping per Plan is something we have rarely heard as many organizations have multiple plans for covering 1 type of service. E.g. If you offer printing as one-off plan usually you have at least 2 different plans - black&white and color printing. And having these as a separate group in an invoice is not something often requested. What organizations usually do is, for example, creating an account "Printing" and then grouping all these plans under it.

    The grouping per account can be done through the invoice templates. Also, our support team can assist you there as these templates can get a bit technical when you up the customizations. Here is our help article on the matter with an example so you can get a better understanding of what can be achieved.

    0
    Comment actions Permalink

Please sign in to leave a comment.