Invoicing Feature Requests

We often send invoices with short due dates, and clients get annoyed that they then receive an upcoming invoice reminder just a few days after the initial invoice was sent. I would like to be able to disable the upcoming invoice reminders, but still keep reminders on for overdue invoices.

Each new quote is automatically assigned the next number in the sequence

There is no way to quickly let the client know what they paid for in the payment confirmation email. If we could give an invoice a subject, then we can say something like "Thank you for your payment for: Website Care Plan" This is especially important for clients who are paying recurring invoices on auto pay. I could do this in Harvest & it was very useful.

Ability to make taxes inclusive on invoices (Australian GST)

The ability to have a different set and settings of templated automatic emails based on whether or not the client has a card on file. This would be used for auto-pay of manually created invoices (not recurring subscription). For example, if client has card on file, then set invoice due date to "On receipt". If client does not have a card on file, set invoice due date to "14 days".

I would like to have a retainer for a client that I can use for multiple projects.

It would be nice to have the ability to choose what details are on an invoice, and not the current All-or-nothing approach. My clients want to see what tasks I completed on their invoices, but I take detailed notes on what I have done for that task in case they have any questions later. Those notes fill up the invoice and make it multiple pages long Benefits more template customization options be able to take detailed notes for clients for them to view in client portal and not have to put them on the invoice Invoice doesn’t look so plain when sending invoice for hours already worked

To simplify the refund process, the invoice dropdown menu would probably become more efficient with a refund option that also enables partial refunds. Particularly helpful if the need arises to cancel a contract, which requires a refund of the deposit, or for any other reason. Voiding invoices is counterproductive. It would be good to have refunds recorded as refunds on the invoice with a big REFUNDED in full or PARTIALLY REFUNDED mark on the page.

Have the option when sending the invoice to have a copy sent to yourself.

Can you show the project name as part of the invoice list view? Currently, there is no label that identifies what project the invoice is attached. I would like to see this at the list level and invoice in full view. I wouldn't mind seeing the invoice info within the project list details. It seems these two elements are disconnected but should be together in every view? Unless I'm doing it wrong? Which could also be the case.