Sign-in is required. Everything is behind your SuiteResources login. If your session ends, you're sent back to sign in.
No separate approver role. Any signed-in user can approve, void and resend invoices.
Payment rules. Applied amounts can't exceed the payment amount, and can't exceed an invoice's remaining balance. A payment can only be applied to that customer's own invoices, and voided invoices can't receive payments. At least one invoice must be selected. Recorded payments are listed but can't be edited in the app.
Terms. Every invoice says "Due upon receipt".
Weekly reminder. Every Monday at 8:00 AM, each project owner is emailed a list of their active projects that have no invoice created this week. Voided invoices don't count as invoiced. For the reminder to reach the right person, enter an email address in the project's Owner field. If the owner is just a name, the reminder goes to a default address (hello@suiteresources.com unless configured otherwise).
Dialogs. Windows such as the review, payment and customer forms don't close when you click outside them. Use Cancel, × or the Escape key, so unsaved work isn't lost by accident.