Invoicing
Similar to the create and activity, would be to create an invoice. After compiling notes those who are billed for planning services, it would be convenient to move right to invoice generation.
18
votes
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous commented
Yes, a billing tab that kicks out reminders to bill and would also create some sort of invoice form.
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Anonymous commented
We would like to have one billing program rather than using mulit vendors.
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Robbie Kennerson commented
I would really like to see a invoicing capability to bill our clients