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Quick-Wins: Invoicing Info Optimized, Proposal Export Enhanced & More
Project Invoicing Info More Beautiful and Consistent
In the project under "Invoicing" you can record invoicing info (1) that only relates to the respective project. In addition to a different recipient address and recipient email, a textual note can also be recorded. This is not only displayed more beautifully on the invoicing page (2), but also directly in the form and above the invoice. This optimally supports the invoice creation process.
English image not yet available...
Optimization in the Lead List
Too long company names are supplemented by a tooltip.
Excel Export for Proposals Enhanced
The following columns are new in the Excel export: Project number, project name, customer number, customer name.
Recurring Additional Services Every Two or Three Years
It is now also possible to create recurring items on a biennial or triennial basis.
Number Ranges are Validated
Since incorrect variables can lead to wrong number ranges, there is better validation of the self-defined format to assist with the settings.
API News
All recurring additional services can be retrieved across projects.
In the project under "Invoicing" you can record invoicing info (1) that only relates to the respective project. In addition to a different recipient address and recipient email, a textual note can also be recorded. This is not only displayed more beautifully on the invoicing page (2), but also directly in the form and above the invoice. This optimally supports the invoice creation process.
English image not yet available...
Optimization in the Lead List
Too long company names are supplemented by a tooltip.
Excel Export for Proposals Enhanced
The following columns are new in the Excel export: Project number, project name, customer number, customer name.
Recurring Additional Services Every Two or Three Years
It is now also possible to create recurring items on a biennial or triennial basis.
Number Ranges are Validated
Since incorrect variables can lead to wrong number ranges, there is better validation of the self-defined format to assist with the settings.
API News
All recurring additional services can be retrieved across projects.