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Include billing due dates in Client calendar in Home/Upcoming Events view

ArielAriel Posts: 11
edited September 4 in Billing

Since we're able to set reoccurring invoices/tasks, it makes sense to reflect the scheduled invoices in the calendar for each client within the "upcoming events" box. so we can really see what sort of events they have in association with us, and not just if they have an appointment to come in (rare these days anyway). You could also color code to show what clients see/received notification for, and what events are internal only (tasks).

would also love to have task due dates (as an internal overview) in relation to any other deadlines associated with the client (in person meeting, deadlines..etc). Any good service provider would have these things in relation to each event memorized, but Canopy can make that even better!

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