Wishlist

Please make the layout settings of invoice attachments editable independently of the stationery, e.g. allow different margins and make the column widths changeable (as with a timesheet). There are currently very unpleasant line breaks. You are also welcome to make the text above editable (or at least start with capital letters...). The “New page in PDF” button does not work in landscape mode.

After a payment plan has been created, advance invoices should be created. Projo takes over the benefits, but this results in different sums as in the payment plan. If I change the sum, the result is a “difference from the fixed payment plan.” However, this message should not be printed in the advance payment. I am currently helping myself by adjusting the percentages, which requires up to five decimal places to arrive at a round sum. My request: Set up an additional option for direct sum entry. When the sum is entered, projo automatically calculates the percentage. When the percentage is entered, projo automatically calculates the sum. Objective: Free choice as to whether the advance invoice is generated with a percentage rate or total. This will significantly simplify the invoicing process and reduce the time required. Thank you so much

A download format can be defined for invoices in the number ranges. %CUMUL_NUMBER reflects the numbering of the advance invoice, but a number is also given for individual and final invoices, which is not correct. Can formats also be stored for individual and final invoices or the numbering for these invoice types automatically omitted in download format?

Contracts should be able to be continued even after a partial final invoice and should not be regarded as “final calculation”. A complete final invoice with all partial services cannot currently be presented

In a cumulative outgoing invoice, projo includes a series of attachments as standard, including the new “Services in this invoice.” By default, projo should only display the “Performance status and payments” attachment.

When issuing an invoice, we would like to be able to choose the service period since the last invoice (instead of the service period since the start of the project).

When calculating the advance sales tax payment, all outgoing invoices are used to forecast the advance payment, depending on the setting in “Setting > Costs > Liquidity Planning” in the reporting period of the selected method. From a tax point of view, however, the rule is that actual taxation is always used for advance statements, regardless of which method the company has chosen. SR, in turn, uses the method selected in each case. Would it be possible to differentiate between AR/SR when forecasting? Example: AR is set in August, but only paid in September and included in the forecast for October (actual taxation). SR is set in August and included in the forecast for September (target taxation).

At present, partial services that have not been completed are completely moved to the new contract after a final invoice, including the partial fee that has already been billed. It would be great if the credit point was divided and the fee already settled remains in the old contract, including the time entries made up to TSRG. The rest should then be transferred to the new contract in reduced form. (If that is absolutely necessary with the new contract). It should be similar for NUs, of course. Here, services with invoices before TSRG should remain in the old contract, and subsequent bills/partial services should automatically migrate into the new contract. It may not be that common. But we're having the problem for all our projects right now and that's a lot of work:)

It would be nice if the changed items could be highlighted in the PDF of “Performance + Payments” as part of invoices. For example, in blue lettering or comparable.

It would be desirable to see in the invoice not only the invoice amount, but also the sum of outstanding receivables from previous advance invoices that may have been paid in part. example: AR was underpaid 10,000€ AR was underpaid €20,000 Then for the 3rd AR: Invoice amount 100,000€ Outstanding receivables from previous AR 30,000€ Total invoice amount + outstanding receivables 130,000€ Although the outstanding amounts are shown in the benefits appendix, the sum “claim amount” directly below suggests that the outstanding amounts could already be included in them.