Quick Wins: Enhanced Invoicing Info, Added Proposal Export & More |

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Quick Wins: Enhanced Invoicing Info, Added Proposal Export & More.

Improved Project Invoicing Information
Within the project under "Invoicing," you can enter invoicing information (1) specific to the project. In addition to an alternative recipient address and recipient email, a textual note can also be recorded. This note is not only displayed more attractively on the invoicing page (2), but it also appears directly in the form and above the invoice. This ensures optimal support during invoice creation.

Projekte abrechnen: Abweichende und wichtige Infos hinterlegen(English image not yet available)

Enhancements in the Lead List
Overly long company names are now supplemented with a tooltip.

Excel Export for Proposals Added
The following columns are new in the Excel export: Project Number, Project Name, Client Number, Client Name.

Recurring Additional Services Every Two or Three Years
It is now possible to create recurring items every two or three years.

Validation of Number Ranges
To prevent incorrect number ranges due to faulty variables, there is improved validation for the custom-defined format in the settings.

API News
All recurring additional services can be retrieved across projects.
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