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Refund and Credits

We need the ability that once a refund is created it automatically goes to a clients project to be used towards a new Invoice. I’m usually just using that money towards new product and not actually refunding it to them as the projects are on going. Just creating a refund and then going and creating a retainer makes no sense as then there is nothing to match up to the payment in quickbooks. Reps constantly telling me to ask my accountant is so unhelpful as my accountant is the one who finds this as an issue in DesignFiles since you can’t match it up I quickbooks . this also seems to be an issue people have been asking about for 3+ years and it is being ignored. Feels like most of what we ask for in here isn’t actually taken seriously…

Kristina Penz 1 day ago

1

πŸ’‘ Feature Requests

CAD File Upload Support for Interior Designers & Architects

It would be incredibly helpful if DesignFiles could support uploading CAD files directly from architects and architectural designers. Many interior designers work alongside architects and frequently receive DWG, DXF, or other CAD-based plans as part of residential and commercial projects. Being able to upload and reference these files within the client project area would streamline workflows significantly and keep all project information in one place. This would be especially useful for: Accurate room planning and layouts Joinery and built-in design coordination Working from scaled architectural drawings Collaborating with contractors and trades Commercial and renovation projects Even a viewer-only integration or the ability to attach CAD files for reference would be a huge improvement. Thank you!

Lesley Jackson 2 days ago

πŸ’‘ Feature Requests