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1

No indication of E-Sign integration failure but there should be

Open

When DocuSign integration works successfully but then fails/disconnects and must be re-authenticated, OneBill does not alert of...

0
1

Customer portal invoice view requires popups

Open

When clients log into the Selfcare portal in OneBill, and click to view invoices, at least some web browsers are blocking the...

0
3

Report Scheduling and Delivery via Email

Open

I would like the ability to have scheduled reports run, and those be sent via email. Right now reporting is manual in OB, it...

0
2

Clone any product into "Your Products"

Open

If a product is in "Products [Wholesale]" or "Products [Retail]" we need to be able to hit the "Clone" button and clone it into...

0
2

Quote & Invoice email logs

Open

It would be really helpful to have a history/log showing every email that has been sent out related to a Quote or Invoice....

1
1

ConnectWise Integration

Open

Connectwise Integration for Contract updating, billing, ticketing, etc. Connectwise and Datto's Autotask are used by pretty...

0
1

Datto Autotask Integration

Open

Autotask.com Integration for Contract updating, billing, ticketing, etc. Datto Autotask and Connectwise are used by pretty...

0
1

Xero Integration

Open

Integration into the Xero.com SaaS accounting platform for invoicing etc. Basically same as Quickbooks just a different, widely...

0
2

Export Product list in the Import CSV Template format

Open

Exporting the current product list into the exact CSV Template form that is required for Importing. We can quickly make changes...

0
4

Template editor

Open

Would love for there to exist a graphical template editor for invoices and especially quotes. XSLT is complex and unforgiving,...

0