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- New feature
- Improvement
- Fix
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Edit the invoice #, address, email, and the QBO deposit/expense accounts
Now, you can edit your invoice and billing settings. This includes customizing the:
Starting Invoice number
Address displayed on the invoice
Email displayed on the invoice
Deposit and expense account for the QBO sync
Learn more about this feature in this article.
Proposal Improvements
I am excited to share that we have released several new updates to proposals based on the feedback we got from our customers!
These updates include:
- The ability to generate a description for service items in seconds with AI
- The ability to update the service item in the template library from the proposal
- Auto-expanding descriptions for service items when the client views the proposal
- The ability to send reminders for proposals
- A statement on the payment method page stating that the client will not be billed unless the proposal is accepted
Other updates that will soon be released!
- Ability to save intro messages & engagement letter terms
- Templated proposals
- The ability to have optional add-on services
- The ability to create packages on proposals
- Ability to have Hourly services on proposals
- Ability to set Deposits for as a billing type
Capacity management report updates
Big updates to the Capacity Management Report
Now, there is a custom date range column that allows you to view and manage future team capacity for any time period up to a year out!
This also includes the ability to now allow projects to recur up to a year out with custom recurrences and the ability to re-assign work to another team member directly from the capacity report
Proposals
Proposals was designed to help you streamline your billing operations and provide a seamless modern experience for new clients. With proposals, you can:
- Send professional proposals & engagement letters
- Outline & scope your services
- Collect payment information upfront from the client
- Have the client electronically sign to accept the proposal and terms
Improvements to QuickBooks Online billing sync
Now, when a payout deposit has been made to you, we will send all the records (payment, processing fees, refunds, etc) for the deposit to QuickBooks to make it easy to reconcile your bank account on QuickBooks with your bank account statement balance.
Also, from the invoices page, you can now see which invoices have been synced to QuickBooks Online and resolve any issues that may prevent invoices from syncing to QuickBooks Online.
This ultimately makes it easy to keep payments, processing fees, refunds, and more in sync between our billing system and QuickBooks Online.
