Reports and invoices: price and client to set up, “Collected” step, previews in the software

Several changes in Finance › Reports and invoices make the month-end shorter: whatever blocks a report is sorted out in the same place, and documents are read without leaving the screen.

“Price and client to set up”

• At the top of the screen, the “Price and client to set up” button counts the properties that had a cleaning in the period and cannot go into a report.
• Its window has two blocks: “No rate”, with a price excl. tax field per property, and “No client to bill”, with a “Choose the client” menu where you can search.
• The greyed price is the suggestion from the price list. A price entered here applies to all cleanings not yet invoiced.
• You save line by line, or with “Save all”. “Open Pricing › Properties” leads to the full rates screen.
• When everything is sorted out, the button becomes “Price and client”.

A “Collected” step

• For a client with an active SEPA mandate, the invoice timeline has five steps: Check, Invoice, Send, Collected, Paid.
• If the direct debit does not go through, the timeline says so: “Collection failed” or “Collection disputed”.

Approve a cleaning without leaving the check

• In “Check”, each “cleaning not yet approved” point carries an “Approve” chip: the cleaning goes into the invoice lines straight away.
• From two cleanings to approve, “Approve all” approves them together, after confirmation.

The report and the invoice, in the software

• “PDF preview” opens a window of the software, with two tabs: “Report” and “Invoice”. Each can be downloaded from the window.
• “View the invoice” appears when the invoice exists in your connected accounting software: you read the accounting document, with its legal number.
• In “Correct”, the property of a line is chosen in a menu with a search: first the properties on the invoice, then the client's other properties.

The old “Report for a period” screen is removed: free dates are chosen in the month picker.