We’ve just made a minor tweak to the PayOnline feature. The section for the customer to enter their name and address is collapsed by default to make it quicker and less confusing for a customer to pay you. A name, first line of address and postcode is usually compulsory for…
When you view the Sales tab and select to view just overdue invoices, you can now immediately see how many days overdue each invoice is. You can also sort the data on this field if you wish.
Lots of table data that couldn’t be sorted, now can be. And some that were sortable but required a page reload now can be sorted without the page reloading. This includes the table of invoices found on the Customer/Supplier page and the customer/supplier statements.
Customer and supplier records now allow you to enter a contacts Title, First name and Last name as opposed to just their full name. We’ve automatically updated these fields for you existing contacts. We’ll soon be adding support for these new fields to the CSV data importer and the Accounting…
When you create an invoice as a PDF, it is named “invoice-123.pdf” (Assuming the invoice number is 123 and you haven’t renamed “Invoice” to something else). So if you click the button to save a PDF invoice , that’s the name it defaults to, and when you email an invoice…
We’ve added two date boxes to the Projects section. Depending on how you use the Projects section the dates could have different meanings. So you can label these fields whatever you like. If you set the label to be empty (as they are by default) then they wont show up…
If you have a merchant account set up with us (Settings -> Card Options), you can now put a “Pay Online” button on your invoices. When your customer clicks the button they’ll be taken to a payment page to enter their card details. This is then processed via your merchant…
The customer statement can now be downloaded to a CSV file. We’ll soon add this option to the Supplier Statement too. A statement for a customer can be generated by going to the customers tab, selecting a customer and going to the "Invoices, Quotes and Stats" area
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