Now that we are ALL in on the Clients & Billing…finding some helpful suggestions:
1. When seeing overview would be helpful if Active Subcriptions was a link to all the active subscriptions and filterable by date so you can have an overview of upcoming expected income.
2. I have created a spreadsheet of active subscriptions but a .csv option to download as new ones came in again to track annual and monthly expected income.
3. Ability to see the upcoming due date at a glance in the main window instead of needing to click the 3 dots.
4. Ability for Subscription to start on the date the invoice was sent out rather than on the date paid. I have had several clients pay the bill a month later and so their subscription ends up starting a month later, when it was due the previous month. ;}
Thanks…loving it!!!!