We need following.
team member hourly rate
client project bill rate
List of services and service bill rate
Tax Percentage
Client Intake Forms
Task Intake Forms
Client Lead Pipeline
Client Project and Task Backlog
for auto generating invoicing.
look at the clientmanager.io deal on App Sumo; https://www.linkedin.com/in/kyleprinsloo/
he is trying to compete with you in the client project management SaaS space; so you will need to introduce these in order to keep up.
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Open
Feature Request
Over 2 years ago

Yami
Get notified by email when there are changes.
Open
Feature Request
Over 2 years ago

Yami
Get notified by email when there are changes.