Andy Klein

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  1. 119 votes
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      planned  ·  27 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
      Andy Klein commented  · 

      This has been planned for 2 years. What is the status? I get the portal bit, but I have many clients who work with me from personal as well as multiple businesses which need their own individual billing.

      Andy Klein supported this idea  · 
    • 106 votes
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        10 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
        Andy Klein supported this idea  · 
        Andy Klein commented  · 

        Can we expand on this? I'd like to see an option on invoicing/POS/estimates where we can not only have upsells, but anything, such as Environmental Handling Fees, combination part/labour (Input part, labour comes up)

        I believe that it should not only be item by item, but also allow to set a 'default' on each category. For example, a category of Monitors -> New would have the item 'EHF - Monitor under 29"' appended to it.

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