On the 29th May we will be releasing a new update to our invoicing software. This includes several improvements that will make creating and sending invoices even easier. We’ve included a summary of all the main changes below.
The main improvement is that you’ll now be able to choose your own default settings for invoices, estimates and receipts. These settings will then automatically appear on all the documents you create.
To do this simply go to “My Account”, click on “Invoicing”, and choose your custom settings.
You can choose what info you want to include on your documents: payment terms, late interest fees, etc. For your products and services you can set what columns are visible, be it quantity, unit price, discount % (and more!).
This will help save you save time as you don’t need to specify settings every time you create a new document. You can also add or remove fields in the invoice editor itself.
Default Messages and Footnotes
Another new feature that comes with this update is that you can add default messages and footnotes. This has been a popular request from a lot of our users so we really hope it comes in handy. You ask, we deliver!
Simply follow the same steps as above. When you’re on the right page, fill in your default footnote and/or message, then hit save, job done!
We’ve also added new fields for different payment methods, such as PayPal and a free text box where you can add instructions. And if you need a different logo for your trade name profile you can now do that too.
Hopefully everything is crystal clear but if you have any questions about the release please get in touch with our Customer Support team. They’re here to help!