If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Service charge on unpaid invoices.
Provide the ability to compute a service charge on unpaid invoices based on the invoice terms and add the amount to the client's outstanding balance due.
Categories
- 52 GENERAL DISCUSSION
- 20 SOFTWARE RELEASES/UPDATES
- 354 IDEATION
- 48 Billing
- 6 Calendar
- 26 Client Requests
- 42 Communications
- Contacts
- 12 Engagements
- 33 Files
- 7 Forms & Letters
- 33 General
- 8 Mobile
- 1 Notices
- 26 Organizers & Surveys
- 19 Portal
- 66 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 43 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 25 TAX PREPARATION
- 49 TAX RESOLUTION