Hello! Today, we are excited to announce improvements to the filtering experience on Jobs pages as well as a new and improved Invoices page, designed to help you access, evaluate, and action invoices better than ever.
The “All Invoices” tab (video overview) is designed to be your one-stop-shop for how you access your invoices and action them. This tab will have all of the information you already have across the Open, Paid, Autopay, and Progress Billing Invoice tabs PLUS new columns.
New columns include:
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- Invoice Status: allowing you to see whether an invoice has been sent, unsent, viewed, paid, or if the payment failed.
- Visit Stage: giving admins visibility into when the invoice should be sent or when it’s synced to quickbooks.
- Invoice Age: allowing you to quickly understand how many days an invoice is past due, per your set invoice terms.
With the addition of this new tab, and in an effort to cut down on clutter on the left-hand navigation in SingleOps, the current invoice tabs (i.e., Open, Paid, Autopay, Progress Billing) will be going away as of October 10th. You will be able to access the “All invoices” tab and filter for the specific invoices you’re looking to access & action.
Until then you can read more about the new Invoices page article in our Help Center.
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