We've released the following changes this week:
- Cancel payments that have been manually marked as "Paid"
- Mark certain fields in the Timer as "Required"
- Create manual time entries while alsostill recording time
- Send SMS notifications when sending clients an invoice
💰Cancel Manual Payments
For payments that have
manually
been "Mark as Paid", you can now mark as "Cancelled". For example, if a client pays via check, and that check doesn't clear, your firm now has a way to notate that on the relevant invoice!
We record the person who cancelled the payment, the datetime at which they did so, as well as the reason given by the user (which can be seen by hovering over the label "Cancelled").
Cancelling the payment changes the status of the invoice itself to "Overdue" or "Outstanding", depending on the due date.
🕑Time Tracking Updates
We've made two time tracking updates this week! In particular:
- Create manual Time Entries while the Timer is Running.Now you can create manual time entries while the timer is actively running, meaning that you can do things like accurately track admin time spent on entering in your time.
- Required Time Entry Fields.UnderSettings > Company, control which fields MUST be filled out before a timer can start or a time entry can be entered. This helps reduces the number of time entry errors by requiring your team to fill out all needed information.
💬 SMS Option for Invoice Notifications
When sending an invoice to a client, you now have the additional option to notify them via a text message.
Selecting this option will send a text to the phone number tied to the selected client(s) with a link to the invoice in their portal.
This makes it easy to send invoices to your clients with their preferred method (email and/or text). Lastly, if the selected contact doesn't yet have a phone number on record, you can quickly add directly from the invoice.