Generation of invoices automatically upon payment of an order or proforma
You can now configure proformas and orders to automatically generate an invoice
when a payment is added.
The generated invoice will include all positions in the order/proforma, and all recorded payments will be automatically associated with the created invoice.
Expanding user rights/permissions
Your account user permissions can be configured more granularly, allowing you to determine on an individual basis if a user can:
- add payments to your invoices, proforma invoices, and orders
- delete invoices and other documents
- view other users
Expanding Stripe Integration - automatically generate invoices for payments
We have expanded our Stripe integration to automatically generate invoices for all payments processed through the platform.
The invoice information will be derived from the metadata contained within the Stripe callback payloads. To support this new feature, we have also updated our e-commerce plugins to ensure seamless integration.
A new document type: orders
You can now create a new type of document: orders. Orders can subsequently be transformed into invoices or notices. You can also configure the order so that a invoice will automatically be generated upon payment.
This workflow can be very useful if you want to issue invoices only after payment. Obviously orders can also be paid online by your customers.
Here you can see some sample orders.
Extended invoice emailing features
We added some advanced features for sending your invoices via email to multiple
destinations. You can now choose the sending method to multiple destinations:
CC (all recipients will know each other's addresses) and BCC (recipients will not
know each other's addresses)
You can also choose a date and time to schedule email delivery of multiple invoices instead of sending them instantly.
Extended Excel Export for Invoices
We've added a new extended invoices export which will be particularly useful for invoices with multiple currencies. All relevant numeric values (totals, VAT, etc...) are contained in both currencies. Additionally the export contains data about the invoice locale, exchange rate and branch office.
Permission system extended for Branch Offices
You can now associate one or multiple branch offices to every user. The associated branch offices can than be used by the user when creating invoices or other documents.
Easier bank accounts management
You can now add banks and bank accounts from the invoice form directly
Scheduled/Delayed document sending
You can now choose the date and time for the email delivery of a invoice, contract or other document.
Formatting currency and other numeric values
Specify decimal separator, thousands delimiter and number of decimals for currency and other numeric values shown in the invoices. Details here.
Custom invoice table cell alignments
Align table header, body and footer cells within the invoice tables according to your preferences. Details here.
Custom numeric format for quantity values
Customize the numeric format of quantity values shown in invoices with the desired number of zeros after the decimal delimiter. Read more here.
Custom attributes to clients
Add more information to your clients data by using the new custom attributes feature. Read more here.
We have implemented Two-Factor Authentication using 2FA authenticator apps like Google Authenticator or Authy.
Online payments with stripe.com are now available on online-billing-service.com. Once activated each invoice can be payed using a automatically generated payment link. This payment link will be contained in all emails and notifications sent for the invoice, and optionally in the pdf version of the invoice itself. More details about activation and payment methods can be found here.
Add additional PDF pages to your invoices
You can now simply append (or prepend) custom PDF files to your invoices. This can be useful if you want to combine the invoice and the contract or append the warranty terms. These PDF annexes can be added for each invoice individually or as a default for all invoices.