Reports and invoices: the net amount due, the credit note preview and several reports in the month

Credit notes: the net amount due everywhere

• In Finance › Reports and invoices, a report's row shows the net amount, with “of which credit note” in small print and a “Credit note” badge.
• The right-hand panel, the “View” window and your client's portal give the three amounts: invoiced, credit notes and “Net amount due”.
• The figures at the top, the total at the bottom of the list and the export count credit notes as deducted. Reminders are sent for the net amount.
• A draft or cancelled credit note is never deducted.

View the credit note

Under the amounts, each credit note has its own row: number, date, amount, status and origin, with the “View the credit note” button. It opens the same preview as “View the invoice”, with one more tab for each credit note. Your client also finds the credit note PDF in their portal.

Several reports for the same client in the same month

• A report on custom dates no longer blocks the rest of the month: on the row, “Create a report for the remaining cleanings” opens the custom dates on the cleanings that are in none of this client's reports.
• Each report has its own row in the month, with its dates, number, steps, PDF and sending.
• A cleaning never goes into two reports.

History without an extra click, and a checked report that can be edited

• The “History” tab of the right-hand panel shows the report's events straight away, from the most recent to the oldest, direct debits included. “See the full history” remains at the bottom.
• A report that has only been checked can be edited again: it goes back to “to be checked” on its own, with the “To revalidate” badge, and does not go to invoicing without having been reviewed.
• When a line belongs to an invoice that has already been issued, the message names the invoice and offers “Correct”.