Rate changes should only affect future dated call and not anything prior to this

Can we please have the option to increase the font size when invoicing?

There needs to be a way to see the invoices under the funder and the client ? Where there is a group funder

When an invoice for a bulk funder is emailed via the system, can this email then be stored as a note on the funder profile? This will then allow any email responses from the payee to be stored with the invoice email.

If there are any adjustments that need to be made to invoices we have issued to the NHS CCG they insist on receiving a credit note. At present we have to void the incorrect invoice, produce a new invoice, and then manually create a credit note. 

After generating payroll, you are able to use the select boxes on the left hand side of each line to pick individuals to then create the payroll details or summary PDF. The payroll summary generates for all staff and not just those who have been selected via the tick boxes.

Can this be changed so that only selected visits are included in the payroll summary PDF please?

Hello,

There isn't currently a way to send links to online invoices, rather than sending PDFs, thought this might be a good idea.

Perhaps it could link in with some kind of online payment portal (like Xero or Go Cardless).

Thanks! 

under invoicing funders could we get the invoice to include assignment type so they know what type of call they are being charge for . 

Would it be possible on the weekly invoicing option to add in the following:

Purchase Order Number

Client address in addition to there name.

Also where calls are less than an hour the system rounds up the amount incorrectly.