Customer Wishlist

I suggest you...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Deposits

    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.

    69 votes
    vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      7 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
    • Invoice Ref

      Prompt user if you try and send an invoice without a Reference Number.
      This as a definable option either company wide and/or by specific customers (e.g. if some always require a PO number)

      3 votes
      vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)
        You have left! (?) (thinking…)
        0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
      • Do A Deal Quickbooks Revenue Mapping

        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
        vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)
          You have left! (?) (thinking…)
          1 comment  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →

          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.

        • Auto updated invoice

          Adding a button to auto update the invoice with any items or deleted items from the order.

          3 votes
          vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)
            You have left! (?) (thinking…)
            0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
          • enable a function whereby we can post costs to Xero as purchase orders.

            Currently, we use the costs module to track costs associated with a job. It's great.

            But to be actually able to send a supplier a purchase order, we then have to enter all the same cost information into Xero to raise a purchase order.

            It'd be really useful if like with the invoice module, Current cost post cost entries to Xero as purchase orders.

            4 votes
            vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)
              You have left! (?) (thinking…)
              0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
            • Credit limits and automatically placing organisations "on stop"

              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
              vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)
                You have left! (?) (thinking…)
                0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
              • Automated monthly invoicing for on-going rentals & “on-hire” reporting / recurring billing

                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.

                48 votes
                vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                  9 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                • Settlement options on Invoices

                  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
                  vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                  • Create quarantine invoices when checking-in

                    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.

                    32 votes
                    vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                      7 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                    • 5 votes
                      vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                        1 comment  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →

                        Thanks for your suggestion, this would be a great addition. The Xero developer tools don’t allow us to do this in a reliable way right now, but we’re keeping an eye on developments around them and we’ll take a look if it’s something that changes.

                        Remember you can always check the status of an invoice in Xero by clicking into it. See: Post an invoice to Xero

                      • When posting invoices to Xero, allow the Group Headings to come through to Xero as a text line

                        When invoicing using the "Opportunity Group" option, the group headings disappear when posted to Xero. This leads to a lot of confusion for customers as the Group Headings help make sense of what they are being charged for. At the moment I am manually adding the headings back in to Xero after the invoice has been posted, but this is a very time consuming task. If the headings could come through as a text line to Xero it would be really helpful

                        3 votes
                        vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                        • Can you allow attachments created when building the job to still be attached to the job when Invoices are issued

                          Can you allow attachments created when building the job to still be attached to the job when Invoices are issued

                          1 vote
                          vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                            0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                          • Setup for ongoing rentals.

                            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
                            vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                              1 comment  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add a “Pay Now” button to invoices

                              I would like my customers to be able to click a button on their electronic invoice which allows them to pay via credit card online

                              2 votes
                              vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                                2 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                              • Clone Invoice

                                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
                                vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                  1 comment  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add reset item discounts for invoices

                                  Adding the option to discount an entire invoice, as we have for an order would be helpful to us.

                                  7 votes
                                  vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                    0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Invoice due dates when not manual invoice

                                    When making an invoice out of an opportunity (not when manually creating), the due date is automatically assigned. The invoice due date should show in the box that pops up as it is very easy to miss or forget to modify.

                                    4 votes
                                    vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                      0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Invoice terms by organization

                                      We need to be able to set different terms for invoicing on an 'Organisation' basis as opposed to a system wide basis

                                      44 votes
                                      vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                        6 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →

                                        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 help@current-rms.com

                                        Keep in mind this won’t be fed through to linked accounting solutions.

                                      • Show invoice email address in invoicing window

                                        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
                                        vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                          0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 1 vote
                                          vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            0 comments  ·  Invoices & Credits  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1
                                          • Don't see your idea?

                                          Feedback and Knowledge Base