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  · 
  2. 110 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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