Invoicing Feature Requests

Would be good to be able to export/download pdf account statements for single clients. Including all invoices for that client. Basically the same export of Profit and loss but just for sent invoices for single clients.

Currently phone numbers using tokens are formatted as: +10000000000 I don't like how it's formatted, it's hard to read. I'd like an option to format it: (000) 000-0000 as it's much easier to read.

I would like to be able to subtotal lines within an invoice, and apply a discount ($dollar amount OR percentage) to that subtotal or individual line items. e.g. I may have one invoice where I want to discount one category of work on the invoice, but not another. And I may want to take off a dollar amount, not a percentage. Right now my workaround is to add a line item with a negative dollar amount. But my accountant said that's not going to be tracked correctly. (I don't know if that's true or not.)

Instead of just being able to generate Invoices, please provide the ability to generate Estimates and Quotes, with the ability to later convert them into an Invoice.

Sometimes clients need credit notes for what they paid. Would be nice to export a PDF for them.

Can you show the project name as part of the invoice list view? Currently, there is no label that identifies what project the invoice is attached. I would like to see this at the list level and invoice in full view. I wouldn't mind seeing the invoice info within the project list details. It seems these two elements are disconnected but should be together in every view? Unless I'm doing it wrong? Which could also be the case.

I have a client that runs their financials on the 16th (1st-15th billable hours) & the 1st (16th-end of month billable hours) every month. I'd like to specify when I send the invoices by the date of the month, not "every two weeks." So I'd like to send invoices to this client on the 16th & the 1st of every month.

If any file is attached to the invoice, it doesn't get added as an attachment the invoice email. The only way to view it is by clicking on "view invoice online" and then downloading the file from there. Please add the option to add it to the invoice email as attachment.

Late Fees as a percentage are not the only way to do late fees - please allow late fee to be a set amount, ex: $50 instead of X% optional or able to be manually added. I can't be the only one who wants more direct control over adding a late fee to my clients invoices as opposed to just sticking them with it bc of an automated system To only apply after a certain number of days late. All my regular bills have a grace period, why shouldn't we offer that too?

I'd like to be able to create contractual agreements for when I work with other freelancers that state the scope, and pricing etc of our work together.