All updates
Redesign
“Report creation” becomes “Reports and invoices”: the whole month on one screen
The billing screen now opens straight on the month to invoice: six figures at the top, the list of clients with their step, and a preview of the selected client on the right.
In the Finance menu, “Report creation” is now called “Reports and invoices”. The screen opens on what you need every month: checking reports, preparing invoices, sending them and tracking payment. Nothing has been removed.
What changes for you
- At the top, six figures sum up the month: to check, ready, invoiced, sent, paid, and the month's total compared with the previous month. Click a figure to show only those invoices.
- A banner flags properties without a rate, whose cleanings are not invoiced, with a link to complete the rates.
- The client list can be filtered by step and searched by name. Each row keeps its step button and its “⋯” menu.
- On a large screen, the selected client appears on the right: PDF report preview, points to review, the month's adjustments (additions and deductions), next step, then its Invoice and History tabs.
- “Other period…” opens the report for any dates you choose (PDF, CSV, save all).
- “Settings” brings together clients, the message attached to the report, SEPA Direct Debit, your details, the accounting software, automations and alerts. Each screen has a back button.
- Client billing records also have their own “Clients” entry in the Finance menu.