otb_billing/docs/feedback_request_template.md

OTB Billing Feedback Request Template

Subject: OTB Billing test review request

Hi,

Thanks again for taking a look at OTB Billing.

This is a test database and sandbox environment, so please feel free to:

• create test clients
• create services
• generate invoices
• record payments
• test exports and email functions
• try odd or edge-case workflows

What I am looking for most:

• anything confusing
• anything that feels slower or harder than QuickBooks
• missing bookkeeping/accounting information
• reports or exports you would expect to see
• field names or screens that feel unclear
• anything that looks risky from a bookkeeping standpoint

Suggested test flow:

1. Create a client
2. Create a service
3. Create an invoice
4. Send an invoice email
5. Record a payment
6. Export CSV / PDF / accounting package
7. Review revenue reporting
8. Try recurring billing / subscriptions if applicable

Please send feedback in any format that is easiest for you, but this structure is especially helpful:

• Date
• Area of app
• What you expected
• What happened instead
• Suggested improvement

Examples of useful feedback:

• "Invoice page should show client balance"
• "Payment screen needs clearer wording"
• "I expected a statement export"
• "This report is missing a field I need"

Support / feedback email:

• support@outsidethebox.top

Thanks — more eyes from people who know bookkeeping is exactly what helps make this useful.