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Quick Wins Around Invoices
English image not yet available...The history of an invoice also covers the reminder process
Previously, status and email dispatch information were always available as history under "Notes & Files" for the respective document. To be able to overview the entire process for invoices, the individual information for invoices and reminders has been merged into an overall history.
Optimized variables for reminders
For reminders, the new variable "Payable by" is now available, which outputs the payable by date of the invoice. The variable "Payment period (days)" has been changed to "Grace period days" (1), to make it crystal clear that this is about the set grace period of the reminder.
Formatting toolbar moves along
The formatting toolbar of the text fields in proposals and invoices moves along, which makes editing longer texts more comfortable.
New variable for the first name
There is a new variable "User First Name", in case you prefer to use the informal 'you' in the email text greeting and therefore want to automatically display the sender's name.
Improved traceability for "already invoiced"
For items marked as "already invoiced", the "i" now not only displays the information and the date but also the comment stored with it (2).
Optimized invoicing information at project level
The customer level standards, which can be overwritten at project level, are now displayed directly in grey as placeholders (3). This keeps it always traceable what applies if you do not overwrite in the project.
Ticket link also available directly before invoicing
Ticket links, similar to the hour summary, are now also displayed under "Billable Items", which also allows direct traceability at this level.
