Jeremy Apple

Upvoted Have an alert when an invoice is schedule to send but there is no contact Upvoted Late Fees Feature Created Impersonate an individual Created Audit Logs Created Control when Invoice Emails are being sent Created Control when Auto-Pay runs Upvoted AP Payment ID Post Back to QB Reference No.Upvoted Invoice Mapping Commented on Sync ConnectWise to QuickbooksNeed to add the ability to sync Quickbooks online payments to Connectwise.Upvoted Invoice pdf auto populate file name with Invoice number Upvoted One-Off Email Email Notifications Upvoted New Role - Limited Visibility Commented on Autopay rules Based on invoices, not only customersWe are integrated with ConnectWise. Not sure what system you integrate with. We have a rule based on ConnectWise billing terms. You could create a term for invoices called autopay. Create the invoices with that term. Then set an autopay rule based on a customer tag. Then tag thos…Upvoted Autopay rules Based on invoices, not only customers Upvoted Status "Pending" transactions and/or the ability to filter by "status."Upvoted Automatic Card Expiry Updates Upvoted Merge a Client entity Upvoted Chargeback UI Enhancements Upvoted Manual collection tracker Upvoted Control Emails as the Partner Upvoted Summary on demand Upvoted Welcome Email with one click to add payment method Upvoted Show the payments made that are already sent to QBO Upvoted Put links in the Secondary Text section of an email template.Upvoted Global notification control to clients Upvoted Branded "Sign in without password" Emails Upvoted Require Clients to Maintain a Valid Payment Method on File Upvoted Ability to select multiple companies when adding a user Upvoted Display Invoice Date, Not Create Date Upvoted Generate Statement Summary on demand.