Billing | Progressus Software

15 Vote
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The ability to have hour bank by task

Customers have hour banks associated to certain aspects of a project but not the entire project. Or they may have a different hour bank for different tasks. We need the ability to associate an hour bank to a project and task. If the related inform...

Created 12 Aug 14:06 by Kim Bateson

Billing

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11 Vote
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Update customer address and name on projects and contracts when address is changed on customer card.

When an address and/or name on a customer card is changed it currently does not update the data on the projects or contracts, causing all project invoices to use the old customer invoice until manually changed project by project. When updating a c...

Created 26 Aug 14:58 by David Embretsen

Billing

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17 Vote
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Ability to include Previously billed and Billed to Date on the Sales Invoice

Some customers require that previously billed information is included on the invoice. This requirement can be defined in 3 options 1. A summary comment on the footer of the invoice 2. The total amount of billed to date is displayed on each line o...

Created 26 Jun 13:54 by Guest

Billing

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10 Vote
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Copy invoices

It would be an amazing feature to be able to copy invoices using standard BC functionality. Currently there is no possibility to copy documents using the "Recalculate lines" functionality, as this resets all prices on the invoice by looking up the...

Created 22 Jun 20:41 by David Embretsen

Billing

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18 Vote
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Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed

Enter a Milestone with a task associated to it. Also enter a scheduled billings line(s) with the same task. When the Milestone is mark as 'completed' then automatically generate the payment for the scheduled billings line.

Created 06 Sep 16:02 by Guest

Billing

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10 Vote
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New grouped invoice setup

We have a customer that wants the possibility to not show qty. and unit price on the invoice or set qty. to 1 and then also unit price = total price. It would be a nice addition to the current invoice setup possibilities.

Created 16 Jun 09:23 by David Embretsen

Billing

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12 Vote
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The ability to provide invoice report for hour bank activity

Customers post invoices for hour bank and then consume against them. We need the ability to link those hours to an invoice so that the consumption of those hours are documented and accounted for to the customer. The information available on the in...

Created 20 Aug 14:47 by Kim Bateson

Billing

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11 Vote
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Ability to Edit a recurring scheduled billings line if a billing has already been posted

Currently you cannot make any changes to a scheduled billings line that has a number of repetitions greater than 1 if at least one of the billings has been posted Clients have the need to lengthen or shorten their number of repetitions or change t...

Created 16 Dec 19:12 by Kim Bateson

Billing

0 Planned
14 Vote
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Ability to define a billing date and or date range that can be displayed and printed on the invoice

It is a very common need to have the invoice date range shown on the header of the invoice. If we had the ability to define the invoice period in the Invoice Suggestions and then allow the display of that date range on the invoice that would be ve...

Created 26 Jun 13:48 by Guest

Billing

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11 Vote
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Ability to group specific tasks for billiing by adding a bill group field to the task

It is not uncommon for customers to need to bill specific tasks together on one invoice but not ALL the tasks on a project together. If we had a bill group field on the tasks (And Task Template to be copied to new tasks on the project) then the us...

Created 26 Jun 13:38 by Guest

Billing

0 Planned

Progressus Software

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

Next-Generation Professional Services Automation

Architected for the Microsoft Cloud

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The ability to have hour bank by task

Update customer address and name on projects and contracts when address is changed on customer card.

Ability to include Previously billed and Billed to Date on the Sales Invoice

Copy invoices

Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed

New grouped invoice setup

The ability to provide invoice report for hour bank activity

Ability to Edit a recurring scheduled billings line if a billing has already been posted

Ability to define a billing date and or date range that can be displayed and printed on the invoice

Ability to group specific tasks for billiing by adding a bill group field to the task

Filter by status

Filter by category

Identify yourself with your email address

The ability to have hour bank by task

Update customer address and name on projects and contracts when address is changed on customer card.

Ability to include Previously billed and Billed to Date on the Sales Invoice

Copy invoices

Tie Scheduled Billings lines to Milestones and automatically create payment when milestone is completed

New grouped invoice setup

The ability to provide invoice report for hour bank activity

Ability to Edit a recurring scheduled billings line if a billing has already been posted

Ability to define a billing date and or date range that can be displayed and printed on the invoice

Ability to group specific tasks for billiing by adding a bill group field to the task