The redesign of invoice details is one of our many new changes to Superfaktura. Since we have added and changed quite a lot of things, we will go through each of them individually.
We have added settings that allow you to edit invoices as you browse through them. The settings are located right below the main menu and they change both the invoice as well as the PDF that you can download or send to your client. They allow you to:
- Change the language of an invoice
- Attach your company seal with your signature to an invoice
- Attach payment information to an invoice (only for invoices that have been at least partially paid)
- Attach a link for online payment to an invoice (you must activate your online payments first)
- Attach a QR code for pay by phone to an invoice (bysquare standard)
The most important addition that have made is the “Send” button located on the right. Once you click on it, 3 additional choices will appear: Send by email, Send by mail, Mark the invoice as sent.
The first two options are pretty self-explanatory and so is the third. However, the reason why there is the third choice is that many of you have still not taken an advantage of what Superfaktura offers. Instead of emailing your invoice by a simple click or mailing it by Hybrid mail, without even getting up off your chair, some of you still prefer to send your invoices the old way. ;-) This way you will know which invoices have been sent and which have not, even in Superfaktura.
Superfaktura will automatically display a small green “check” right next to the option that you have used. Thus, you will always stay on top of your invoices.
Invoice status and payments
Below you can find a small board that informs you about the current status of an invoice (unpaid, partially paid, paid, overdue). The board also tells you how much has your client paid so far and what is the remaining sum. By clicking on a small triangle right next to the paid sum, you can open up the payment history and manage the individual payments. In the same section, you will find buttons to send a Gratitude message for paid invoices as well as a Overdue reminder message.
Right beneath the 3 well-known buttons (Edit, Duplicate, Delete), you can find another multipurpose button that allows you to create additional documents (credit note, receipt, delivery note) related to an invoice. You can also create additional documents to proforma invoices, such as a regular invoice or a tax certificate for a received payment.
If you use this way to create a credit note or any other document, this document will be automatically “attached” to the particular invoice and will show up in the “Related documents” section. If you want to attach multiple already existing documents to an invoice, simply press “Attach a document” and a menu will pop up. In this menu, you will see a list of documents. To attach a document from this list, simply click on the document you wish to attach. This will help you to find documents related to an invoice in the future.
If you want to add a note that can be only seen by you, you can do so in the section “Internal note”. You can also leave notes for you colleagues in the same section, assuming you have Multiuser activated.
You will see all these new features up and running in next few days!