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AmeyC
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Member since ‎Feb 14, 2023
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Amey Claxton

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AmeyC
Member
February 26, 2025
Reply to Invoices - enable editing and partial payments
@KAnton For all of our projects we use the Quote to get the client's approval and set the Payment Plan in the quote, showing the client what is req...read more
AmeyC
Member
April 26, 2024
Reply to Need Association Settings for Conversations Inbox
Same issue here... Although I appreciate being able to create new Deals, Tickets, etc. from within the Conversations Inbox, it would be very help...read more
AmeyC
Member
April 26, 2024
Reply to Block a Company from ever being Associated with a Ticket
Yes, please! Seems like a simple toggle in the user info from the Settings page would be perfect.
AmeyC on April 18, 2024
Custom Invoice Numbers
We use custom project numbering for all Deals when they become projects (meaning we have a signed quote and are moving forward with the project). The project numbers become a part of the Deal Title and the Ticket Title (where our engineers manage th read more
Reply Idea Custom Objects Payments
13 upvotes
3 Replies
AmeyC
Member
April 18, 2024
Reply to Invoices - enable editing and partial payments
Our solution until we began beta testing the newest features: We set up the quote with a payment plan. Initial Payment (to begin the project - u...read more
AmeyC
Member
April 18, 2024
Reply to Invoice number is INV-DRAFT
When you finalize the invoice it will change from INV-DRAFT to the invoice numbering convention you have set up.
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