Mobile app - show current outstanding invoices and total project costs

CPA Planning Design's Avatar

CPA Planning Design

04 Jun, 2014 12:07 PM

Hi there,

I know this would be a massive undertaking, but it would be incredibly helpful to me and perhaps other CB users.

Sometimes I'm with a client and they ask how much I owe, and I can't currently do that with ease (unless I have a calculator!). It would be really nice if I could see the total cost of a project, no other details would be needed.

Likewise, it would be nice to see the value of recent invoices sent out, so if a client says "oh how much do I owe you, I have my cheque book with me now?", I can instantly tell them and get my cheque.

All the best,

Chris

P.S. As ever, a great app, thank you!

  1. Support Staff 1 Posted by Seth B on 04 Jun, 2014 04:29 PM

    Seth B's Avatar

    Hi Chris,

    You can currently do this inside the regular app by navigating to the client under Contacts. It'll show you their balance immediately at the top of their information.

    We'll consider adding that to the mobile app as well.

    Thanks again for your support and feedback!

  2. 2 Posted by CPA Planning De... on 04 Jun, 2014 04:47 PM

    CPA Planning Design's Avatar

    Hi Seth,

    You're quite right, that's how I normally do it when I'm in front of a computer, but I don't often take it with me when I meet clients...it's too heavy! :)

    That'll be a great addition to the mobile app, though like I said, appreciate it's not quick work!

    Cheers,
    Chris

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