We’ve had a lot of people ask for the ability to have invoices and other emailed items automatically BCC’d to an address of their choice. So we’ve now added this option. Go to Settings -> Email Options to turn it on or off. If it’s enabled you will also receive…
You can now download a complete or partial history of purchases made by a customer into a CSV (spreadsheet) file. There are two ways to get to this report. 1) Run the “Income By customer” report in Reports -> Income Reports 2) Go to the Customer page and click the “Download Purchase…
You can now download a CSV file containing details of all invoices for a specific product or sales type. When viewing a sales type or product (Sales -> Sales Types) you will see a button at the top-right of the page that says “Download Sales History”.
We’ve just added a new report that will provide you with a spreadsheet showing all your sales and expenditure for a given period on a month by month basis. It can be used as a basis for forecasting future cashflow. The report can be found in Reports -> General Reports
We now automatically check that the VAT numbers you have entered for your suppliers and customers are real, valid numbers and that they have registered with the European Commission. The text will turn green if the number is valid.
When an invoice is overdue, you will see a new button appear on the invoice page saying "Reminder Letters". We’ve just upgraded the reminder letters by adding 2 new features. Firstly, you can now save any changes you make to the text. Secondly, you can now send the reminder letter…
You now have the option to choose which source newly created customers should be assigned to. You can also choose to include the country name. To get to these settings, just go to Settings -> PayPal Imports and click Edit next to your PayPal profile.
A couple of weeks ago we added the ability to archive customers. You can now do the same with suppliers. At the bottom of the Supplier page is a "Archive" tick-box. If you tick this box then the supplier will no longer show in the drop-down lists.
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