To send a statement style report to your clients (or boss!) then use the handy reports on the Quotes and Invoices pages.
You’re able to create the statement by a time period, status, client & project and, as with all ProWorkflow reports, you can then print, PDF, email or export!
We’ve prepared some videos to [...]
Another week, another major set of improvements for our Quote and Invoice modules! This update is being rolled out right now, we’re doing this in phases to ensure there is no performance hit so if you can’t see the changes yet then try again in a few hours and they should be there waiting for [...]
Continue reading about Quotes and Invoice plugins get some love!
We’re really proud of this new option and we’re sure it will save you a lot of time. It’s now possible to create templates for both quotes and invoices. These can include settings such as custom logos, header/footer text and tax rate settings as well as individual line items. So now you can make templates [...]
Another feature that’s been on the wish list of many customers is the ability to apply a discount to a quote or invoice to reflect a promotion or perhaps a deposit already paid by a customer. At the same time, we have also been asked if we can add the option to add margins either [...]
Continue reading about Quotes/Invoices – Discounts & Margins
We have added new reports to the Quote and Invoice Manager pages, these are a great addition that allow you to run reports on pending, approved & unapproved quotes and unpaid & paid invoices. You can use filters for date ranges, individual clients or individual projects that will let you keep track of important information [...]
This is a minor update but one which we have had several requests for. It’s now possible to enter negative rates and quantities in quotes and invoices.
Note: A quick word of warning though, not all accounting products accept negative amounts and/or totals so take care if you are planning to export information from [...]
Continue reading about Quotes/Invoices – Negative Quantities & Rates added
The developers are hard at work currently making some changes to the ProWorkflow Quotes and Invoicing plugins. The team are working through a pile of features frequently requested by customers to make these two plugins faster, smoother and much more flexible.
We want users to get the benefits of these changes as soon as possible so [...]
We’re busy at work revamping your Personal Summary page (also known as the Dashboard), it’s a feature almost every user sees when they first log into the system so it’s important that it’s easy to use and clear. We’ve put a lot of thought into this to ensure that it’s clean, but also gives comprehensive [...]
