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61 results found

  1. Current Invoice Aging Order

    The order is mixed up. In my case; 60/30/120/90 days.

    1 vote
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  2. Is there any way to add note in invoice Statement (outstanding) for adding few words to remind customer about payment term & commitment

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  3. Copy function for Products and Quotes.

    Hi, First off, love the product. Simple, easy to use and has almost all the features required to run small business enterprises.

    What I would really like is a quality of life feature. Simple copy.
    I would like to be able to copy a product and just change what is required, instead of having to recreate the whole product from scratch.

    This would be great for quotes also, I requote a lot with different options and services, instead of having to recreate the whole quote again and again, only to change one or two products is a real time waster.

    …

    1 vote
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  4. Emails not sent please help

    Hi
    I use this software in New Zealand and I’m facing few problems such as emails not being sent through and also I can’t areange things around in my template.
    Can anyone help me with email side only for now.
    Thank you

    1 vote
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    1 comment  ·  Sample category (optional)  ·  Admin →
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  5. Receiving items on purchase orders

    I'm noticing with purchase orders, its not easy to see a list of items not received. An easier way to see received/not yet received items would make things more efficient.

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  6. Product options: Inventory, Non-inventory, Service, Fee

    An option for products should be "Inventory", "Non-inventory" and "Service". These are the most 3 commonly used types across most of the invoice and inventory industry. Inventory and Service already exist but its missing Non-Inventory. Non-inventory items should behave just like Inventory items, except they have no effect on stock levels.

    1 vote
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    3 comments  ·  Admin →
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  7. Ability to apply Markup to all products or a select category

    In Settings, Product settings, you have the option to set your pricing markup by cost but no way to apply this in bulk. I would like to see an option here to update the products or a certain category or products in one shot. I currently have over 4000 products available and its quite time consuming to do this manually or as I'm editing individual products. I'd even be happy with an Excel template that would do this via import.

    1 vote
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  8. cube, weight

    The cube and weight are necessary for estimating load ability and shipping cost. Many shipping companies charge by cube and weight.
    Please add the ability to enter cube and weight to a product. Also make sure that the totals of each show on the sales forms, quotes and invoices.

    1 vote
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  9. Report for Individual Items

    Report for one item. For example all invoices for milk sales only

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  10. Create Permission levels e.g View/ Delete/ Edit/ Create. Add Payments/Receipts (Which can be allocated to the invoices).

    Create Permission levels e.g View/ Delete/ Edit/ Create. Add Payments/Receipts (Which can be allocated to the invoices).

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  11. Link the quote, invoice and PO for auditing/tracking purposes

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  12. How to set a Master Password instructions?????

    How do you set a Master Password? If its not possible this software is useless to a company.

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  13. Changes made in the invoice design to be portable

    Currently, it seems like the changes made in the invoice design are not portable between different PC. It would be good that the design to be shared among users under the same company.

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  14. There must be serial no.custom tab in "field list" for each product in multi product quote or invoice sale on LHS, to indicate item serial #

    1 vote
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  15. Be able to create a PO from a quote

    Create a PO based on the cost of the products in the quote.

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  16. Save window size - don't maximize to full screen

    For a big monitor we don't want Invoice Expert to take up the entire screen.

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  17. Add a notes tab to PO's

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  18. Add details to Vendors

    Would be useful to store vendor website login and password information

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  19. Invoice due date doesn't automatically reflect payment terms

    You have to manually click the "Invoice Settings" tab and select the payment term from the dropdown to update the due date.

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  20. Email Quote template isn't working

    The Email Quote doesn't show the correct subject/body in the email.

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