Your Ideas on improving CartonCloud

3 Vote

Proper summary page for Charges invoice

Have a tab available that shows the Sales order total charge and the Consignment total charge on one line so customer can see total charge for whole order on one line and not have to check sales orders then consignments tab for total cost of job.

Created 24 Apr 01:26

Invoice Summary

0 Future consideration
1 Vote

have a csv version of invoicing

have a csv version of invoicing so when extracting and looking through break down of charges, they are not grouped together. The current format of xlsx is good as an overview, but very hard to filter if wanting to see charges on activity for a cus...

Created 30 Mar 06:04

Invoice Summary

0 Partially Shipped
1 Vote

Bulk Invoice totals & invoice charges export

Similar to what's possible in Xero, and like we do for Bulk SO export. Since they have to use the ERP (Pronto) that the main business uses, they want to be able to pivot & manipulate invoice data easily without having to keep a manual record o...

Created 14 Mar 22:38

Invoice Summary

1 Partially Shipped
3 Vote

Modify the Invoice Summary to show Storage Quantities as-at week start (rather than initial quantity)

Currently the Storage tab of the Invoice Summary shows the initial_quantity value from the POP record. Modify so that it calculates the actual amount of stock on-hand at the beginning of the period and shows that value instead.

Created 11 Sep 03:07

Invoice Summary

0 Future consideration
1 Vote

Select a range of Invoices to email in Bulk

User is required to check all invoices prior to email and therefore auto email will not work. Currently the user spends an hour every week emailing off all individual invoices.User notes that Xero has this function and would like CC to have the sa...

Created 27 Jan 01:24

Billing / Web Application

0 Future consideration
3 Vote

One click “back to Invoice or refresh Invoice

Can we suggest a one click return to Original Invoice page, or refresh Invoice button, rather than holding down the back button and finding the last "view Invoice"

Created 05 May 06:22

Invoice Summary

0 Future consideration
1 Vote

Add charge breakdown from consignments and manifests onto the consignment data tab on invoice spreadsheet

I need the charge breakdown put back on to the consignment data tab where it was before the V2 upgrade. Currently using a VLOOKUP to bring that data across from consignment and manifests tab.

Created 23 Nov 07:04

Invoice Summary

0 Future consideration
2 Vote

Add Warehouse Name to list of fields available in the invoice email

We have customers who work in multiple warehouses. Currently there is no way to advise them which warehouse the invoice is for in the email, only in the summary once it's downloaded. Having the warehouse name available as a placeholder for both th...

Created 23 Nov 05:50

Billing / Templates

0 Future consideration
1 Vote

Timers in Adhoc Charges to calculate in Hours & Minutes

The customer charges $75 per hour but we have to enter that as $1.25 per minute and on the invoice it shows total minutes x $1.25. It gives us the correct result but it would be nicer if it did total hours & minutes x $75

Created 30 Sep 04:49

Adhoc Charges / Invoice Summary / Run Sheets / Transport

0 Future consideration
1 Vote

Bulk Download Customer Invoices

I need to get the customer invoices out quickly on a Monday and downloading all the customer invoice Excel documents would be quicker if i didnt have to do them one at a time. We have our own accounting software so do not use Xero. Can you add a '...

Created 25 Sep 23:01

Invoice Summary

1 Future consideration