It would be very helpful to add a separate column in the report showing the amount paid within the selected date range — for example, “Paid This Period” or “Amount Paid in Date Range.” This is especially important for monthly sales tax reporting. If an invoice is paid in installments, the report should show only the payment received during that specific period, not the full invoice total or total collected to date.

Andreea Franca 1 day ago

💡 Feature Requests

Please add a way to reverse payments. A client had identity theft and stopped payment on a check that I had already applied to her invoice, since her accounts were compromised. There is no accurate way for me to reverse her payment to reflect reality (I have to issue a refund).

Myriam Jacopille 2 days ago

💡 Feature Requests

create a connector or MCP for Claude Ai

Brittany Treml 5 days ago

💡 Feature Requests

The ability to toggle on and off an automatic tax rate applied across all invoices

Daniela Alilovic 5 days ago

💡 Feature Requests

We would like for there to be a way to put the projects into folders on the main page. We have multiple projects for one client and it would be easier if we could organize the main page with folders.

Alexis Waltermeyer 5 days ago

💡 Feature Requests

some vendors charge tax on shipping and some dont. on an invoice, is there a way to adjust line item by line item a toggle of how to charge the tax? Also we charge a procurement fee/markup on the total line item amount (cost of item + shipping + tax = procurement fee) is there a way to change the invoice so it calculates properly?

Esti Bareli 7 days ago

💡 Feature Requests

Having to cross-reference these documents for this info is really annoying. In order for this to truly work well, there also needs to be a place to enter shipping markup in case our vendor shipping quote varies from the client invoiced shipping cost. There are a few posts about this already, but they are being ignored.

Gwen Williams 7 days ago

1

💡 Feature Requests

Issue: I am creating POs from an invoice, but it is sending some things to the wrong vendors. Because way over in settings I have “hide vendor from client”, I am not able to see or edit the vendors in my invoice. Whether I’m showing it to my client or not, I should be able to see and edit that field in the invoice. Also, I really wish that invoice-level visibility settings were not hiding over in settings. They should be a drop-down that holds my settings but that I can easily tweak on a project or invoice level.

Gwen Williams 7 days ago

💡 Feature Requests

It would be great to see if my team’s timesheets are in one place. I currently have to open multiple projects to see if they logged their time. At the end of the week, I would like to see if my team tracked their time consistently.

Kirstin Brenders 7 days ago

💡 Feature Requests

It would be great if we could have our own custom project status words. The default does not reflect our design process, and it would be best to let designers set their own.

Kirstin Brenders 7 days ago

💡 Feature Requests

For quick update of concept boards and templates.

Cole Mackin 8 days ago

💡 Feature Requests