Payment search feature
Hello. We need a payment search feature adding to the account. It’s a complete pain trawling through past payments to pinpoint a single transaction when required.
Cutsomers contact name on invoices
It would be really useful to be able to add a customer contact. Once you add the business name, there appears nowhere to add a contact name, the person you're sending the invoice to. Could this option be added also.
Attach a PDF (of the quote) to the invoice
We usually invoice based on a quote so it would be nice to be able to attach the quote to the invoice for reference
Integrate with cloud accounting software
Requests from people who are requesting QuickBooks, Xero, Sage or FreeAgent intergration.
Add account holders name to invoices
A couple of my customers have come to me after receiving their invoice wondering who to put in the payee section. Where the account information is another line needs to be added to state - “Pay to: Joe Bloggs”. One of them thought they should put Countingup and another tried entering my trading name which wouldn’t work.
Track time spent on Client's projects
Have a timer that tracks and bills clients for time spent on projects
Is it possible to have sub account under the main account. So you have the main account number with a suffix of 01 then 02 03, and so on. Idea being different business streams can use the same account for income purposes.