new
Workflow
Billing
Introducing Project Based Billing!
This week, we released the following:
- Project based billing
- Show the recipient in the "Sent" folder in Emails
Project Based Billing 🎉
We released a set of features to support firms who track billing on a project-by-project basis.
With our project-based billing features, you can:
- Link new or existing invoices to a project,
- Set a dollar budget on a project as a reference point for your team, and
- See project realization data directly on the project itself
Additionally, we made some changes to the
Invoice Details
page to support project-based billing. Namely:- We created different tabs for different sections to reduce visual clutter
- We added a section for "Associated Projects"
- We implemented the ability to add time entries to a Paidinvoice so that you can have full context on the amount charged to your client vs. the billable time tracked towards the invoice
We're excited to hear your feedback!
Show Recipient in the "Sent" Folder
We updated the "Sent" view of the
Inbox
page to show the recipient (vs. the sender) in the "addressee/addresser" area.
This should make it easier to locate sent emails of interest!