Two new invoicing-related functions have been introduced, making further invoicing simpler with one and allowing your customers to notify you that they have received the invoice with the other.
Multiple Invoicing Feature
- In the invoice creation window, there is an option to invoiced items individually. Additionally, a list view can be used to create multiple invoices as a task. Enabling multiple invoicing needs to be set up in the invoicing settings view.
- Within the invoice list, you can create a multiple invoicing task for multiple invoices, with the option to add notes.
- In the Invoicing Settings section, you can specify which team member will default to handling the multiple invoicing task (this can be modified when assigning the task).
- Information related to multiple invoicing is visible in the invoice list as well.
Invoice Reception Feature
- On the invoice page received by the customer, there can be a button to acknowledge receipt of the invoice and optionally a button to reject it, which the customer can use to signal to you that they have received and started processing the invoice. The system will also display this in a list view for you.
- For non-receipt, the system will create a separate task for the employee who prepared the invoice.
- The system will also send notification for invoice reception.
- It will be visible on the invoice page if the customer has acknowledged the invoice.
- Information related to invoice reception can be seen in the invoice list as well.