Invoicing Feature Requests

Could we have the "+Add" button on the "Project Page/Invoice" page work the same as it does on the "Client Page/Invoice" page where is asks you for the type of invoice your creating, right now it just goes straight into creating a standard invoice template. Thank you.

Would like to add past month and next month automatically updating each month within invoice item description on a recurring invoice. Currently have to do this manually.

It'd be great to have an option for clients to tip when paying invoices. We have some generous clients who like to show their gratitude for the work we do by tipping. Some do it as a percentage of an invoice amount or a flat dollar amount.

Currently it appears we must apply an invoice to a Project by: picking the project under each individual line item on the invoice (too many clicks when there are many line items) waiting until the project or a related task card has been marked DONE, then picking the project via the "tracked hours or billable projects" link to apply the whole invoice to a project (this task likely to get forgotten, requires going back unnecessarily). Also this requires assigning a value to a task within a project (which does not necessarily work when it's not a task being billed but a physical item that requires many tasks to create). It would be very helpful to be able to link an entire invoice to a project quickly, via maybe: -something like how we associate emails to a pipeline even better, without opening or editing the invoice by using the three dots to the right of each invoice, add "link to project" as one of the options anywhere a list of invoices appears (accounting & opportunity) and an opportunity to link to a project when creating the invoice the first time :)

It would be nice to have more control over payment reminders. Highlevel allows you to add up to 5 reminders. See screenshot as an example.

If there is an overdue invoice, I would like to have an "include overdue balance" option to easily combine a new invoice and old invoice, similar to the Tracked hours or billable projects.

The ability to set custom reminders for invoices, same way as Freshbooks does it. Currently I am limited to the defaults timeframes for sending reminders but when a client is late I want to follow a different sequence eg Late Reminder, Warning, Service Suspension. All at different days after the previous email. https://support.freshbooks.com/hc/en-us/articles/227559727-What-Are-Payment-Reminders-and-Late-Fees-

One thing I did want to mention: it would be super helpful if agreements could support PayPal as a payment option (same as Stripe right now). I am from India and here mostly we don't have Stripe accounts. Without Stripe its adding 1 more step to take payment from client. We want it as short as possible.

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

Right now it is not suggested to edit a payment plan after a payment has been made. Allow users to be able to edit payment plans without effecting previous payments.