Hi,
I just installed this latest build and everything is looking really good so far. I do have a few suggestions though.
- When adding an invoice, and searching for a client, you can only search by company name. Sometimes i have clients that are personal, and do not have a compnay name. It would be good if this search would return a list based on Company Name, or First/Lastname.
- When adding an invoice, and searching for a client, you can't arrow down to the selection you want, you have to click it with the mouse.
- When adding an invoice, and searching for a client, if I click the client name from the list, and then submit the form, it recognizes it correctly, however it doesn't populate the whole client name into the textbox on the form.
- When adding an invoice (and probably other forms too), validation happens on the server side and when displaying hte error message you have to click 'back' to get to the form again. Doing this wipes all the values you entered. Would be better if the validation errors showed on the same form page so you can simply correct the error and resubmit.
- Would be nice if itemtype was customizable (stored in the db), so we can easily add new item types.
- When adding an invoice, select item type first and have it filter the items available based on that type. if you have a lot of items in the list, this would help narrow down the results.
- You can designate an invoice as reoccuring, but not the term. Would be great if you coudl say "Every X (days/weeks/months/years)". That way clients that are billed quarterly could be configured fr "Every 3 months", etc.
- Ability to "Drill down" based on a client, and see all their invoices/payments/etc.
- Integration of payment form straight into the tool. For example integration of authorize.net, paypal, etc. So you don't have to go out to a 3rd party site and charge, then come back and enter. Obviously keep the option to enter in a manual payment like it has now.
-client login (based on same ispcp credentials) so they can see their billing history (invoices/payments), current balance, and make a payment online.
Like I said, this seems like a great system. Just some recommendations to make it all that much better!
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pgentoo