Invoice and Bill payments

Feature Requests
1

We have been using Free Agent for the last 2 and a half years since starting our business. I absolutely love the system although I’m being pushed to look at others due to the business and in turn my workload growing. There are 2 main issues for us with Free Agent which are time consuming and if they could be remedied, would make mine and I’m sure a few others workload a bit easier.

Allocating invoice payments. We have a couple of customers who are amazing and will pay us for the full amount on receipt of their statement. This means, I have to spend alot of time individually selecting each invoice to allocate the payment. This can be alot of invoices! If we could select more than 1 invoice at a time, this would significantly reduce time spent on this.

Secondly, remittance advice. Currently I require to manually input each individual invoice which I am paying into my pre created word document and then save it to PDF before sending. I can at times be paying 20 plus invoices in the one run. Having to manually copy invoice numbers and payment amounts means mistakes are made. More so if the invoice has been credited a little and the amount due is different to the original invoice amount. Because the new amount doesn’t change on the right hand side, it’s easy to miss and overpay. If we could create and send remittance advice directly from Free Agent. This would help massively and reduce mistakes with overpayment and requiring to then remove credits and add them onto another which is still unpaid.

1 Like
2

seems like a basic feature - to mark a group of invoices paid. does freeagent generate the statement?

3

Yes, I agree. Marking a group of invoices as paid and creating a remittance I feel are pretty basic features that should be there already. Free Agent generates the statement, Yes, not automatically though.

4

Hi Claire,

Regarding the remittance advice, when you say you “manually input each individual invoice you are paying…”, do you have these invoices from suppliers set up as bills in FreeAgent?

As for marking multiple invoices (which you you have sent) as paid, hopefully FreeAgent will make it possible. In the meantime, and apologies for the self-promotion, DoubleAgent can do this for you.

Yours,

Andrew Stewart

5

Hi

Yes, they are all set up as bills in Free Agent. I therefore require to manually enter each invoice onto my own remittance advice as there isn’t an option to do this currently from Free Agent.

6

Hi Claire!

Thank you for your feedback- I’ll write this up as a feature request for our product managers to review. I’ve closed the topic as although it’s great feedback we usually just have feature requests here specific to the API itself. Thank you!