There is even a field for Email Communications on a Customer's Invoice page, which tracks *some* of the text emailed to a customer through RS, but not the full text (and it's not expandable to SHOW the full text of the email, which is even more frustrating)... it's like RS teases you - hey your message is here and we will show you a peak, but no you're not allowed to view your sent message!!
Yes this is a phenomenal idea and applications added by Mr. Casselton!!
Please consider team RS!!
Same this would be extremely useful!!
For IT Pros/MSPs you can now set override prices per customer via a contract. The rest of this might take a bit longer
Please close the review Team RS, it's been under review for a year and a half at this point!
We all want this feature!
Would be so helpful to attach a "permanent" discount level to any customer. As it is, we have to rely on the (easily-missed) Notes field as a reminder to add a line-item discount for those customers to whom we offer discounts (fire/police/military, seniors, friends/family, animal charities, etc).
Agreed! We go through the same custom report generation each month as wwilliams for our clients on recurring accounts - as well as the overage concerns shared by Jason Miller.
I would also request the ability to apply the prepay-hours at a future time (i.e. the first of the following month or a set date) so that we can mark the invoice as paid - when it's paid (even if in advance) without applying the hours at that time.
As it is now, say a customer pays an invoice for an upcoming service-period, due prior to that period's start date - we mark the invoice paid in full, which applies the prepay hours, and then the customer goes into a surplus of hours for the current period, which throws off our overage and makes accounting - both of hours and overages - extremely time-consuming for our team.
This is totally a no-brainer, except, there are tons of implications. If we allow some HTML, what is the subset? Most of the formatting stuff? colors?
Once colors and sizing is allowed, does that carry through to the mobile view, to the template system?
It would take 5 minutes to put a wysiwyg on the ticket comment – but much much more consideration to do it really well in all the places ticket comments show up.
Keep voting and commenting..