Request A Feature

Search based on a word will be highly useful to check invoices to avoid duplicate.

We receive sales orders for year-long contracts - we don’t fulfill everything at once. If we did partial fulfillment we need to create a partial invoice linked to that sales order and track it

There are several other email providers other than Gmail, so it would be great to add email services with domain and SMTP.

we desperately need Approval of the order /quote, and digital signature online

Add Currency details on Client profile. As every time need to select the currency while making the invoice. please link it with client so its comes automatically.

I want to be able to link PO and Invoices and show profit or loss

Need the ability to save sets of terms and conditions that can be applied to our documents based on different product categories, as well as for import and export documents. This feature would allow us to: Create and save multiple sets of terms and conditions tailored to specific product categories. Easily select and apply the relevant set of terms and conditions when creating or editing documents.

I have repeatedly deleted custom fields in client, yet after some time they appear again and again

Hi we have multiple products and services the terms and conditions for each of this is totally different inface we have to mix and refer manualy every time we send a proposal if there is a sort of Method where we can associate terms and conditions along with category of services of products offerings it will be easy to expetide the process as currently, the main head has to manually draft each proposal him self, cant ask any one to create the draft as well instead if the company head is busy, we loose a lot of time in between the request for proposal and sharing it we do not have standard services cost,every time it has to be custtomised , but not much if we have a template set for invoices if you need we can pay for this as well you can connect with me on 9820093163 i am the head of the organisation request your earliest response

Is there a possibility to make a date format like: 13.02.2024, the default format is 13 Feb 2024. I m based in Poland and I need to have a dial format or date in polish language. Do you know if there will be Polish language or format choice in software?