Release Notes - Invoicing Module

Release Notes - Invoicing Module

Info
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module. 




New Features

Public Notes on Invoice

  1. What: There is now a text field on an Invoice that can be used to put in notes for an Invoice with text tools that can be applied.  Any notes entered can be read by the Invoice Contact if added to the print page using a dtf tag.

  2. Why: To provide the ability to enter notes for communication to the Invoice Contact.

  3. How: Anyone that has the permissions to create a permit will be able to enter Public Notes.  The entry of Public Notes can be restricted by the Invoice - Manage Note permission.

  4. For More info see this related article: Creating an Invoice

Invoicing System Options

  1. What: There New System Options to set Due Date and Auto -Switch Invoice Form based on Days Overdue.

  2. Why: To provide the ability to set default days until overdue and send or the correct form for Overdue Invoices.

  3. How: Navigate to Invoicing Module > Invoice settings > System Options.
    1. Set Payment Terms (30 Days is default).
    2. Enable Auto-Switch Form Based on Days Overdue.
    3. Set numbers of days, Before/After due date, and Invoice Form.  "+" to add rows.

  4. For More info see this related article: Invoicing Setup

Feature Enhancements

Form Builder Fonts

  1. What: Fonts can be edited on Invoice Form Builder.

  2. Why: The feature was enhanced to allow a client to customize an Invoice Form with different Fonts.

  3. How: Refer to the KBA below on Instructions.

  4. For More info see this related article: Form Builder - Fonts

New Filter Options - Overdue Invoices

  1. What: New Filter options to locate Overdue Invoices in Advanced Search

  2. Why: The feature was enhanced to allow a client to have multiple options when searching for overdue Invoices.

  3. How: Select option from the Overdue Dropdown menu (#1) and ten add value(s) to appropriate fields in days.


For More info see this related article: Navigating the Invoice List

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