Invoicing Feature Requests

I’d like to be able to have a recurring invoice sent after I’ve worked a certain number of hours, or a hit a certain dollar amount, not just on a specific date.

It would be nice to toggle the percentages and totals column on payment plan invoices as you can with quantity, rate, etc. For my projects, I might break down the payment plan by line(s) rather than a percentage of each individual item.

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.

I'd like to have the ability to generate Time-Limited (good until....) or Limited Use (only works x number of times) discount codes to support new promotions or to give a potential client that extra little push to sign up or to appease an upset client. Ideally these could be set to apply to either an entire invoice or a particular item, support $X or Y% off, and be capped at a certain dollar amount.

Just spent an hour "manually" updating my recurring client invoices, after I had to update my prices for products and services. This should happen automatically or at least I should get a question if I want to update my recurring invoices prices after changing the prices in product and services. Maybe just an oversight of the dev team?

I include a print of every invoice with the products I ship. And they often get pretty long. There's not currently a way to print a nice-looking invoice. You can "fit to page" which makes everything very small when the invoice contains even a few things. If you have a header with a full-bleed background, this looks even funnier/less professional. PDF print settings won't allow you to quickly manually paginate the invoice. There's no way to print it directly from Moxie (the print screen comes up with blank pages). I imagine there are clients who also print their invoices that have the same issues. It would be great to have better control over how invoices print to get a professional-looking result when they need to be used. Coming from Wave, the invoices somehow looked great on-screen and also paginated well for 8.5x11 prints and pdfs. Hopefully this is not a duplicate request, I've seen it mentioned in the FB forums several times but cannot find it here yet. Thanks!

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.

The ability to drag and drop line items rather than the up/down arrows.

Right now, clients can’t pay off their entire payment plan unless all future invoices are manually generated and sent. This adds friction and makes it harder for clients who simply want to pay in full. Please add an option to: Generate one invoice for the total remaining balance of the payment plan Or give clients a “Pay Remaining Balance” button in the client portal This would save time, reduce confusion, and improve the overall client experience. Thanks!

There are so many times clients come back with "I'd like to add this" or "Can I upgrade that?" but there's already a payment plan for the work. I'd love an easy way to add whatever the new service is to the invoice without having to make a note of it then, when the project is completed, finalize the payment plan and immediately have to go into the invoice, return to a draft, update with whatever the additional services are then resend. I have tons of notes all over the place, and I'm sure I'm forgetting to update people's invoices when we finally finish the project.