When you check a job back in with missing or broken items you have the option of current automatically charging the replacement value of the missing and broken items and reducing stock levels.36 votes
A nice idea would be adding a deposit option to certain invoices so it would show up at the bottom of the invoice near the balance total! At the moment I am sending invoices over to clients then having to email them separatley to notify them of their deposit total.70 votes
So we really appreciate the do a deal feature, but we are just now realizing that this feature does not work with the Quickbooks Integration. You should at least clarify this in the help articles. For users unaware, when you use 'Deal Pricing' it breaks all revenue group mapping you have with Quickbooks. For us this is a deal breaker and we have to stop using 'Do A Deal' because of it. Can we get some votes in here so Current will fix this bug? In the meantime we will go back to discounting the old fashioned way.0 votes
Thanks for taking the time to post this idea, we’re keen to hear customers’ thoughts on this one.
In invoice software, lines on an invoice can only include one revenue group mapping and tax class. This presents a bit of a problem when deal pricing because a deal price might contain charges for multiple revenue groups and tax classes.
We explored a lot of solutions here, including creating lines for each revenue group and tax class, but settled on creating separate lines for each tax class for simplicity after checking with our customers. Where all items in a deal line contain the same revenue group, we use that for posting; otherwise, we use the default revenue groups in System Preferences.
I’ve made this much clearer in our guides, see: Create an invoice from a deal priced opportunity
We’ll keep watch on this idea to see what people’s thoughts are.
There is a facility to place organisations on stop but this requires manually checking the credit limit on accounts software. Can you advise if it is possible to assign a credit limit to each organisation and have the organisation placed on stop once this credit limit is breached?3 votes
the ability to automatically invoice customers on long-term on-going rentals on a set day each month. With the added option to send “on-hire” reports to customers weekly / monthly.63 votes
Have open invoice recalculate from updated order after payments have been taken. So we can see the new balance of what is owed on the order.14 votes
With the recent change in VAT law if you offer a settlement discount to a customer you now have to show the VAT breakdown for the discounted amount on the invoice. Is it possible to have a separate total's bar below the normal invoice total's bar which shows a settlement percentage, a pay by date and the totals for that rate. Even better than just that would be the ability to have a tick box when invoicing to choose if that job / customer get's the settlement discount offered to them.2 votes
When we launched our integration, we couldn’t include this functionality because Xero didn’t include a way for us to check on an invoice status reliably.
Xero have now added something called webhooks, which should automatically notify us when things have changed in Xero so we could, in theory, update the invoice status in Current when it’s updated in Xero.
We looked into Xero’s implementation of webhooks and it doesn’t look like it’s something we can work with just yet. There’s a few technical limitations with them that we’ll need to iron out before it’s something we can add.
We’ll keep monitoring customer feedback around this and keep our eye on Xero’s webhooks for future developments.
We have gear that goes out on tour, seasonal rental or for other industries (i.e. radios for security, construction sites etc). There is not easy way and I'm not sure why, I can't create an ongoing monthly order that I can easily generate an invoice for. The gear stays checked out and I just pop it open and generate this months invoice. Seems like a very basic functionality that is missing from the software.19 votes
Is there a reason why there is not an ability to clone invoices? It seems like such an obvious idea that I'm almost hesitant to ask because I feel like I'm missing something obvious about why this isn't already a feature.2 votes
Adding the option to discount an entire invoice, as we have for an order would be helpful to us.7 votes
We need to be able to set different terms for invoicing on an 'Organisation' basis as opposed to a system wide basis44 votes
Custom field can help here; you can create a custom field for payment terms against your organizations and have these terms pull through to invoice layouts generated.
If you need a hand setting these up, get in touch with us at firstname.lastname@example.org
Keep in mind this won’t be fed through to linked accounting solutions.
A really small but helpful thing;
When we make an invoice in current we have to go to an organisation details page to find the invoice email address for the relevant bill.
but when you show te invoice email adres under the address you’r already showing
in the invoicing window, we only have to click this to open an email window to sent the invoice.
More automation with templates etc.. is welkom butt lets start with this simple to achieve improvement:-)
Thnx in advance, Ram..5 votes
We would like to part invoice an order by lines. ie. Mark some lines for invoicing on the order, create that invoice and then the next time current only allows the unmarked lines to be invoiced (by going through the part invoicing process again.
That way we could invoice for the deposit as soon as the customer has placed the order and then invoice for the remainder of the order nearer the event date.6 votes
Thanks for the suggestion, Dakasha. We’ll keep an eye on the number of votes this idea has :).
For deposits in Current RMS, you can raise percentage invoices and record payments & refunds against invoices. See: Take payments or mark an invoice as paid
Is it possible that from the People & Organisation Module we would be able to send a statement of outstanding invoices to the client/organisation?
Thanks and regards
We integrate with Xero and QuickBooks Online, where you can pull off organization account statements.
A custom view might help here if you’re not integrated. You can create a custom view in Invoices & Credits to see a list of any invoices that aren’t paid, along with totals and associated organizations. Download that view to CSV to prep a statement. If you need a hand with this, just let us know: email@example.com
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