All updates
Redesign
Invoices of the month: one button per step, one way to edit
Each client moves through four steps: check, invoice, send, paid. Changes to an invoice are kept for the whole team, and a validated invoice is corrected in three steps.
The Invoicing screen becomes “Invoices of the month”. There are no longer five buttons per client: one action at a time, the one for the invoice's current step. Everything else is in the “⋯” menu.
What changes for you
- Each client shows its steps: Check, Invoice, Send, Paid. Tabs count the invoices to check, ready, invoiced, sent and paid.
- “Check” shows the invoice as the client will see it. Clicking a line explains where the price comes from and lets you add time, linen, a discount or an adjustment, with a reason visible only to the team.
- Changes are saved for the whole team, not just in your browser. Changes kept on your computer can be restored in one click.
- Before invoicing, points to review are flagged: cleaning not yet approved, property without a price, duplicate job, missing rate, client without an email, job already invoiced, credit note to link.
- Ready invoices with nothing to review go out in one click, after confirmation.
- A validated invoice is corrected in three steps: credit note, additional invoice or full credit note.
- On the 1st of the month at 07:00, last month's invoices are prepared and checked for you, without being issued.
- Also: comparison with last month, a short message to the client in the email and at the bottom of the report, scheduled sending (for example on the 3rd at 09:00), history of each invoice and an exact preview of what the client will receive.