Ben

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  1. 1 vote
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      0 comments  ·  General  ·  Admin →
      Ben shared this idea  · 
    • 45 votes
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        under review  ·  13 comments  ·  General  ·  Admin →
        Ben commented  · 

        Count me in as well.

        Ben commented  · 

        I would like to see this feature as well.

      • 3 votes
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          2 comments  ·  General  ·  Admin →
          Ben commented  · 

          I second this and third this motion. For clients who do not pay our monthly subscription, they generate a lot of invoices for one clients. We also do have clients who want to receive one bill at the end of every month so they can right one check for all services incurred during the month.

          Ben supported this idea  · 
        • 64 votes
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            under review  ·  12 comments  ·  General  ·  Admin →
            Ben supported this idea  · 
            Ben commented  · 

            What is the status update? Making phone calls and manually sending emails is time consuming.

            Ben commented  · 

            What is the status of this? Is there a way to have a statement reminder setup like open invoice reminder? This will help reduce the emails sent and make the customer aware of what they owe. Thank you in advance

            Ben commented  · 

            Or make it similar to the open invoice reminder settings. Also, please add clickable links to their existing invoices in the pdf statement. Thank you in advance.

            Ben commented  · 

            I would concur with the open statement reminder idea. Some companies get a lot of work done in a month with multiple services and at the end of the month just pay them all off.

          • 4 votes
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              0 comments  ·  General  ·  Admin →
              Ben shared this idea  · 
            • 7 votes
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                2 comments  ·  General  ·  Admin →
                Ben commented  · 

                I would also like this ability in addition to selecting items from inventory to add to the bundle. For example, we do the bundle with the matrix and then down the road a customer wants the build with a newer graphics card than what we would put in there. We would add the graphics card from inventory rather than a manual line item.

              • 7 votes
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                  under review  ·  4 comments  ·  General  ·  Admin →
                  Ben commented  · 

                  Is there a way to do direct deposit for recurring for the clients? Currently, I do not see the option to do so.

                • 0 votes
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                    0 comments  ·  General  ·  Admin →
                    Ben shared this idea  · 
                  • 17 votes
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                      under review  ·  6 comments  ·  General  ·  Admin →
                      Ben commented  · 

                      We would like to have this feature as well. We want to contact our clients who had a virus removal and offer them our recommended antivirus package.

                    • 5 votes
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                        3 comments  ·  General  ·  Admin →
                        Ben commented  · 

                        I agree with communication centralization. There could be some filters to say filter estimate comments out and leave the ticket comments on the screen. And vice versa.

                        Also, is there a way to send an estimate to more than one person? This would be extremely helpful when multiple people have to review the estimates at the other company. Forwarding emails can get messy depending on the email client used. Communicating effectively is highly important. Thank you in advance.

                      • 1 vote
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                          1 comment  ·  General  ·  Admin →
                          Ben commented  · 

                          Is there a way to include an approve or decline button in the email we send out with the estimate attached? Then get a reply/email back if they approve or decline the estimate. Thank you in advance. This will help with business flow and redundant phone calls if say 2 or more people are working on the same project.

                        • 0 votes
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                            0 comments  ·  General  ·  Admin →
                            Ben shared this idea  · 
                          • 1 vote
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                              0 comments  ·  General  ·  Admin →
                              Ben shared this idea  · 
                            • 2 votes
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                                2 comments  ·  General  ·  Admin →
                                Ben supported this idea  · 
                                Ben commented  · 

                                I agree. Plus add a column for expected date of auto-payment.

                              • 1 vote
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                                  0 comments  ·  General  ·  Admin →
                                  Ben shared this idea  · 
                                • 18 votes
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                                    under review  ·  6 comments  ·  General  ·  Admin →
                                    Ben commented  · 

                                    You should be able to make it so they can't delete their account. If all fields are blank deny action. Name should be correct from first entry and should not be updated to the customer.
                                    Also, there should be a history report of the changes that the customer would make should they put in bogus information.
                                    Also, for their payment options, once added, there has to be a second verified account before the first one can be deleted. If they wish to cancel payments, they would have to call us to force delete the information.

                                  • 7 votes
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                                      2 comments  ·  General  ·  Admin →
                                      Ben supported this idea  · 
                                      Ben commented  · 

                                      Also, applying customer credit should be defaulted to taxable. If the customer's account field says no tax, then it will auto change it to nontaxable. Same goes for all inventory, line items, invoices, etc. This will help eliminate a lot of future headaches when it comes to taxes.

                                      Ben shared this idea  · 
                                    • 7 votes
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                                        1 comment  ·  General  ·  Admin →
                                        Ben commented  · 

                                        I concur greatly. Otherwise, the "cloning" process is done through me and I give them the new estimate.

                                      • 12 votes
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                                          1 comment  ·  General  ·  Admin →
                                          Ben commented  · 

                                          I concur with pay with credit balance. Also, maybe auto-apply on next invoice generated and/or created. We have some autopaying customers by credit card and have accrued some account credit. However, we do not know how to apply the account credit automatically before the invoice is paid when it is paid at the same time by their credit card. And we don't want to manually uncheck their credit card to generate the invoice, then apply the account credit, then pay the remaining with their credit card, and then change back to auto payment via credit card on the 3rd month from now. If we forget, the customer becomes unhappy with our billing and most likely drop us because we do not know how to bill properly. We have lost 3 customers so far from instances similar to that. Thank you in advance.

                                        • 1 vote
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                                            under review  ·  1 comment  ·  General  ·  Admin →
                                            Ben commented  · 

                                            *Remove the bundle items that can not be added to the recurring invoices automatically*

                                            Ben shared this idea  · 
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