Request A Feature

Different clients have different payment terms. Hence, we need to be able to configure default due dates per client.

we need a feature in edit mode which shows the row number, as it is very difficult to locate the line that needs an edit.

Please have an option in the invoice email section, to include the SoA, automatically, before sending the email. The downloading and file attachment works well, IF and WHEN you are working on a computer. It is nasty to do that on the mobile. Also, please empower your LIVE Agents to provide feature feedback to you, so we do not need to explain our problems and suggest solutions again. It will save us time and a lot of repeated typing. Once to them, and another time on this form.

Watermark should be available in name of Company itself.

Currently - we need to be able to set the end date for recurring invoices. For projects that have a fixed timeline, we need to be able to set an end date while configuring the recurring invoice at the start.

Every time we have to write email id in getting the email status from receipient

can we create a option for record investments? it will be shareholder investment/loan, director loan, other type of loan.

As a sales manager, I need to search for a particular type of data in the CRM to draw insights and assign leads to the respective sales representatives. I need conditional search filters in the CRM such as AND, OR, NOT, is empty, is not empty, contain, doesn't contain, etc. For example: filter all leads from Bangalore AND that contain "PVT LTD" in the Company Name