Lawcus Invoice Enhancements
planned
M
Mary Joy Rumbaoa
We're looking to improve Lawcus billing process, and we've identified a couple of key pieces of information that would really help us track invoices more effectively.
Currently, the app don't have a record of when an invoice is sent directly from Lawcus, or who sent it. This makes it tough to follow up accurately and communicate with clients.
Would it be possible to add the following fields to the 'Invoices' tab?
- Date and Time Sent: This would automatically capture the exact date and time an invoice is sent through Lawcus.
- Sent By: This would automatically record the name of the user who initiated the send.
Having these two basic fields would significantly boost our ability to manage our accounts and ensure timely client communication. Could we explore getting these implemented?
A
Admin
planned
J
Joy Franks
Also, having partial payments under a separate tab is pointless. These invoices should be the with the other "sent" invoices for easier tracking.
Another function that would be more efficient is if the invoices were processed in a batch to be reviewed in a separate window all at once. Having to open each one individually is time consuming.