Posts

Updating Pricing on Recurring Services

We have thousands of materials and/or services on recurring services that we have to manually update if we change the price. The cost of time doing this is outrageous for us, as well it does leave room for error doing this manually. I would think the...

NicoleMZ by New Contributor II
  • 911 Views
  • 1 replies
  • 1 kudos

Payment Terms - Membership Billing

It would be a nice feature to have the customer's payment terms automatically set on their invoice when generating a Membership invoice. A lot of times commercial customers, which we have, have custom payment terms and it is tedious to manually have ...

NicoleMZ by New Contributor II
  • 2376 Views
  • 5 replies
  • 3 kudos

"Renewed" Status Update in Memberships

It would be so helpful if once a membership was renewed, there was a status update that changed the membership from "expired" to read "renewed". This would also help us in our Marketing Pro campaigns when we want to send truly expired customers an em...

hannahel by New Contributor
  • 2312 Views
  • 3 replies
  • 1 kudos

Membership Pricing

When looking at estimates, there is no way to see if Membership pricing has been applied to an estimate or invoice without looking in pricebook for a side by side, line by line comparison in another window. It would be great to see on the task or est...

seth_tes by New Contributor II
  • 2433 Views
  • 2 replies
  • 1 kudos