Billing - a new hope

Posted on 07 December 2011 by Comments (2)

We're completing the trilogy of improvements to files and invoice emailing, and just like Return of the Jedi*, we've saved the best till last.

Attachments for email templates

File attachments can now be added to email templates for new invoices, reminders and thank yous.

Add the default attachments through Settings > Invoice emails and they'll automatically go out along with the relevant invoice emails.

Rebilled expense receipts

If you rack up lots of expenses as part of your projects, you probably rebill these to the client, who may want proof that you're not trying to pull a fast one. Really, where's the trust?

Expense receipts on emails

Thankfully, you can now attach receipts from any expense you've rebilled on an invoice. On the email screen just tick the Attach Expense Receipts checkbox and they'll be added to the outgoing email.

Save Timesheets to Files

Save Timesheet Reports to Files

On a similar note, you can now save Timesheet Report pdfs directly into your Files area, which means they can be easily attached to invoice emails so you can demonstrate all those hard hours of toil you put in.

Simply click Save to Files area after you generate a report, and it'll be saved alongside your other files.

Stocking fillers

And to conclude this embarrassment of riches we humbly present:

  • Support for decimal rates for mileage expenses.
  • Support for date variables in recurring invoices, so you can dynamically add months and years. Nerdy, but cool.
  • A 2-monthly option for recurring invoices

Phew, and it's not even Christmas yet!

And finally

Ever find yourself wistfully wondering what the FreeAgent team do all day? Well wonder no more! Work with us and find out for yourself:

Join us and together we can rule the accounting galaxy.

Until next time
Roan and the team at FreeAgent

* Yes it is. Empire Strikes Back is a glorified chase scene intercut with a Rocky-esque training montage.

Over to you...

Jon Jenkins, Thu December 15, 2011
Great stuff Roan that will save a lot of time. I look forward to being able to send marketing materials with every invoice to my customers selling them something else.
Ant, Wed January 11, 2012
Great stuff Roan, Free Agent keeps getting better and better.
(Comments closed)

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