Feature Requests

It would be nice if several individual payments from the client could be added to one invoice with different payment dates for tracking and allocation.

If a draft reminder has been written, it is displayed in the overview of outgoing invoices, but is not marked as a draft. It is therefore not apparent that a draft reminder was not sent/confirmed. It would be good if this was made clear or if draft reminders did not appear in the overview. When in doubt, it looks as if you have already warned, but that is not the case.

Wouldn't it be easy to enter the difference between payment amount and gross invoice amount in the Cash discount (gross) field when posting incoming payment of the outgoing invoice. Currently, you always have to calculate and enter this manually. Suggested value for the remaining amount of the invoice minus payment would be great.

It would be handy if you could define the reminder levels and deadlines and Projo would remind you when they have expired. So far, you can view the reminders on outgoing invoices, but you have to “manually” compare the data with the deadlines. For example, a color background, such as on the performance status maintenance page, would also be conceivable for exceeded deadlines

The text is always “minus XX% of cumulative SE (net)” under Performance State/Payments. As part of a changeover in an ongoing project, this value must be adjusted manually, as there have already been deductions from previous invoices, which must be deducted from the cumulative value here. Unfortunately, this cannot be recorded in a form that is comprehensible to the customer and, as an integral part of XRechnung, the PDFs cannot be edited with external programs...

It is currently not possible to correctly enter additional costs (such as plot costs, travel costs...) into the contract or to include them in the check invoices. In the advance invoices, it is not possible to show the VAT rate of 7% for train tickets or hotel costs, for example...

Our clients have recently asked more often for an invoice statement with a simple overview on the first page. It would be helpful if the editor for the first page could have a simple table function (with simple cell formatting) and additional variables as placeholders (e.g. cumulative performance, payments received, etc.). So you could easily build a simple cover page. It would also be helpful if you could also include “payments received” in the appendix “Level of benefits after partial benefits.” Please do not hesitate to ask questions, best regards!

Please include a € amount column in “Outgoing invoices”, where you can enter the “Expected payment amount”. Sometimes it is already known that the bill is not paid in full. You could enter this here and thus get a realistic number for “open net” or “open gross”. There is also an “expected payment date”.

If you want to submit a final invoice and not all services are “done” yet, a popup would be helpful as an indication that not all services are “ready” yet. This prevents an SR from being deployed but employees being able to book on services that have not yet been completed.

Projo already offers the option of VAT settlement for final invoices when advance invoices with 16 + 19% VAT rates have been submitted by unticking the box. Projo also calculates correctly here. However, it is not apparent to the RE recipient that a settlement has taken place. Therefore, the following suggestion: when the check mark is removed, there should be a comment on the invoice, such as: With the value added tax of the invoice amount, the advance invoices have been settled at 16% VAT at x € (X=amount difference between VAT adjustment and actual VAT). For example 3,905.10€