Introducing Correlated Invoice Items: Never Forget a Charge Again!
Do you have invoice items that always go together? For example, when you add an "Ocean Freight" charge, do you always need to add a "B/L Fee" as well? Manually remembering to add these related items can be tedious and can lead to forgotten charges.
Now, you can link them! Our new Correlated Invoice Items feature allows you to create relationships between different invoice items in your settings. Once a correlation is set, adding one item to a job will automatically pull in the correlated item alongside it. This ensures consistency, saves time, and most importantly, prevents revenue leakage from unbilled services.
Ready to set this up? Check out our step-by-step guide: How to Set Correlated Invoice Items
Easily Add Discounts and Deductions with Minus Items
Applying a discount or credit to an invoice should be simple and transparent. To make this process seamless, you can now add invoice items with a negative (minus) value directly to any invoice.
This feature is perfect for clearly reflecting special discounts, service credits, or any other deductions on the invoice itself. It eliminates the need for separate credit notes for small adjustments and provides a clearer, more professional financial document for your clients.
Here’s a quick guide on how it works: How to Add a Minus Item to an Invoice
Put Your Payment Chasing on Autopilot: Weekly Automated Reminders!
Manually following up on upcoming or overdue payments is a time-consuming administrative burden. We’re excited to take this task off your plate completely.
Our system will now automatically send a professional and friendly email reminder every Monday to your customers who have payments due soon. This automated follow-up requires no action from you and works in the background to improve your cash flow, reduce your administrative workload, and maintain proactive communication with your clients.
These three updates are designed to make your entire financial process—from invoice creation to payment collection—more automated, accurate, and efficient. We are committed to giving you the tools you need to not only manage your finances but to strengthen them.
