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Creating a better invoicing experience: Part 1

Posted 4 years ago in Product by Linda Van Zyl
Posted by Linda Van Zyl

We have a number of exciting items on our product development roadmap to improve the Practice Manager experience, and the first of these involves Invoicing.

As part of the first of two Invoicing updates, we wanted to address some of the pain points based on user feedback, that we could deliver quickly. In this stage we have focused on the Invoicing page flow and clarity. And although these are all small updates to start with, we believe they will add up to a better experience for our users.

So what’s changed?

A small but significant improvement has been made on the Job and Client screens – when a new invoice or other financial document (from the Job’s Financial Tab) is created, the user will be directed back to the Job or Client in question.

Invoice - time and cost invoice column

On the Job’s Timesheets Tabs, you can now see at a glance which items have been invoiced (Actuals only), and jump to the Invoice immediately.

WorkflowMax-Final-Invoice-Rename

 

Some areas of Practice Manager had inconsistent wording that we’ve updated. Text that used to be called “Invoice” has been renamed “Final Invoice” to make it clearer what this refers to. We’ve also renamed the “Items” setting under Business > Settings and the “Items” heading to “Costs” to keep consistency with the rest of the application.

In Report Builder, we’ve added the ability to display and filter by the invoices’ billing type – Actuals, Quoted or Misc. Currently in Practice Manager, invoices can be created as quoted or actual time and costs, but there isn’t an easy way to differentiate between the different billing types. In the next release we will include a visible indication of this on the invoice tables to make managing invoicing discrepancies easier.

Finally as a small tweak, we’ve updated the invoice tables in the Invoice Manager and the Client Page to display the newest invoices first instead of last, so you will no longer need to jump to the last page to see that invoice you just created. This will change the default sort order and future work will be done to remember your sort preference.

What’s coming up next?

Following on from this release, in the next stage we plan to improve the UI experience around invoice integration with Xero, and we are working carefully to prioritise the updates based on your feedback.

Our development plan is across the entire Practice Manager experience and the above is the first of many planned updates this year. We look forward to hearing your thoughts on this first release – just share your comments below!

4 comments

Terence T
July 11, 2016 at 7.42 pm

Hope a signature capture feature will be part of this invoicing upgrade.

John Carson
November 15, 2016 at 11.20 am

The date picker in Xero is probably the best I have used. The date picker in Practice Manager is undoubtedly the worst I have used by a wide margin.
Please migrate the Xero date picker to Practice Manager.

Matt Hicks
November 15, 2016 at 2.06 pm

I still struggle with there’s no email template for sending invoices from XPM. We get merge fields the subject line but nothing for body of text.

Every time we email an invoice (say 20 per week) we have to type out the addressee, message and signature. I am lost why this wasn’t built on day 1.

Any news on this?

Danielle Warwick
November 15, 2016 at 10.45 pm

Hope you include the ability to add several jobs to a fixed fee or ‘deposit’ invoice in future upgrades

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