July 2010

Create Draft Invoices and Credit Notes

Posted Fri, 02/07/2010 - 16:52 by Gidon@AccountsPortal

 

For Sales and Purchases, it is now possible to save transactions in a Draft status. This might come in handy if you are preparing quotes, defining a business process which requires a pre-approval stage or just need a break midway through entering a lengthy invoice or credit note. 

Use the the new dropdown menu integrated into the Save button to choose the Save Draft option.

Inv Draft

Transactions saved in this status are not included in Customer statements and do not have any impact on your financial results. When appropriate, find the transaction in the Draft tab and click on the transaction link to edit the saved draft item. At this point you can Save Draft again or convert into a final invoice/credit note by clicking the Save option.

Draft

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Customise the Quantity and Unit Price fields on your Invoices

Posted Tue, 06/07/2010 - 14:54 by Tracy@AccountsPortal

 

You can now customise the Quantity and Unit Price fields on your invoices. For example, if you usually charge out services on a per hour basis, then you can change the Quantity field to read Hours instead.

To do this, click on your organisation's name in the Settings tab, and then go to the PDF Options tab. From there, you can specify the headings that you you wish to use.

Invoice Items

 

Recurring Invoices have arrived

Posted Mon, 26/07/2010 - 13:30 by Gidon@AccountsPortal

 

Today sees the release of an exciting new feature in the form of Recurring Invoices. From now on, invoices of a repeating nature only need to be set up once. Thereafter, the system will automatically create your invoices for you, all in accordance with the schedule of your choosing. The functionality caters for Recurring Sales Invoices as well as Recurring Purchase Invoices.

Recurring Invoice

Recurring invoices are a perfect complement to the existing cloning functionality.