Development Blog

Invoicing Module

Rob Poole 5th September 2012

This week we've got an exciting new feature that we've rolled out across our quote software - invoicing.

When you log into your LaunchNet account you'll now see a "Modules" section on your home page. Hopefully by now you will all be familiar with the quote module but now you've also got the option to activate the "Invoicing" module. The reason we've made it as a module is so that if you're not interested in sending invoices then we don't want to clutter up your system, but if you do then you're a couple of clicks away.

When you click on the invoicing module link from the home page you'll be taken to your system configuration page. At the bottom of this page is where you'll find the ability to set up your invoicing module. You can choose your payment period which will be used to calculate the due date of the invoice, and then you can also choose if you'd like your invoice numbers to be automatically generated, or if you don't if you'd like to use a prefix for your invoice numbers.

Once you've activated your invoicing module you should now find an additional menu item of "Invoicing" next to products on the blue menu.

To create an invoice you'll want to go into your quotes list where you should now also see an additional column entitled "Invoice". The button in this column will take your quote and convert it into an invoice which you can then access from your new "Invoicing" page. Creating an invoice will lock down the original quote so it can no longer be edited.

Now you've got access to your new invoice you can treat it very similarly to how you would a quote; you can edit it, preview it and send it to your clients. On the invoicing page you will then be able to filter invoices by date, client and whether or not they've been sent or not.

We hope that you find this new functionality to be of a great benefit to your businesses and we will of course be looking out for any future feedback on this feature as well as others - we've still got plenty of new functionality in the pipeline!

Attachments

Rob Poole 28th August 2012

Today we've rolled out another new feature for our LaunchNet quote software - attachments.

Thanks to the feedback we've been getting from our customers we've learned that a lot of you wish you could attach files when you're sending quotes - similar to how you would when sending an email - so that's what we've built.

Now when you go into your quotes you'll see a new fourth section at the bottom to manage your attachments. Simply choose the file you wish to attach and this will be saved against the quote. Now whenever you send this quote it will come with your attachments - no need to keep attaching it!

At the moment the types of file you can upload are limited to GIF, JPG, PNG, Word Document, Excel Spreadsheet, Publisher Presentations, PDFs and plain text files. Hopefully this will be enough for now!

Remember to keep that feedback coming - we've got a few other updates in the mill that should be coming shortly so stay tuned!

Filtering and deleting quotes

Rob Poole 7th August 2012

Just a couple of small tweaks to talk about today. First of all we've beefed up the filtering of quotes so you can now more easily order your quotes by creation date or due date.

We've also gotten a few requests from our users to have the ability to delete quotes for good. We've now put this functionality into action so now when you go in and edit a quote you should see a "Delete Quote" button at the bottom. We've also added in a confirmation button so hopefully you won't go deleting quotes by accident!

There's also a lot more changes in the pipeline so we'll be sure to keep you abreast of any changes as and when they happen.

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