Announcing ProZ.com invoicing tool for translators (alpha release)

Jason Grimes wrote:



Hi Peter,

This problem should be fixed now, thanks for reporting it. Please let me know if you have any more trouble.

By the way, since it appears you were trying to add a client from the "clients" tab, you might be interested to know that it is also possible to create a new client at the same time you create an invoice. Just go to the "create invoice" page and select "new client" from the client list. I hope this helps.

Thanks,

Jason

sokolniki wrote:

Jason,

I am a Certified Partial Member however the system does not let me open the link to invoicing tool saying that I have to be a member. Can this be fixed please?

Thanks in advance,
Bella

[Edited at 2009-01-17 22:51 GMT]

Peter van der Hoek wrote:
I tried sending myself an invoice but unfortunately never received it. After clicking "save and send" the screen went directly back to the main invoice page without any confirmation of having sent an invoice.
. . .
NOTE: If I save the invoice first and send it later it actually works. That's good enough for me!

Scott Savaiano wrote:
It is especially helpful to have the change currency option, a little more reporting would be great but most helpful of all would be to connect this to the "My Project History" so that new projects could be added and an invoice generated simultaneously. Just a thought thanks.

PRen wrote:
a) the fact that my test invoice to Bozo the Clown was included in my email message. I always send my invoices as an attachment. To me, including it in the email looks ... cheap (?)

b) the fact that I cannot edit the cheery "Thanks for your business" and the inane "Best regards" - the former sounds ridiculous when billing long-time clients and the latter is ... inane (It's always sounded weird to me and I've often wondered where it came from and when it gained traction, as they say). Would it be possible to edit this out?

Jason Grimes wrote:



Hi Peter,

The "save and send" button should now work properly. Thanks for reporting the problem.

Best regards,

Jason

Peter van der Hoek wrote:
Have you got any idea when this new release will be? I was under the impression that costumers receive the invoice as an attachment, but that does not seem to be so. Today a client mailed me back that he needed the invoice as an attachment and my invoice was inside the message itself.

N.M. Eklund wrote:

I'd like to participate in the testing right away, but unfortunately, I invoice mostly in French. I have two invoice models depending on if the client is American or French.

It would be good to plan an option to select one language version or another for each invoice, or customize as many as we might need.

And maybe the option to save the project description line for a given client, since I often have the same tasks that crop back up.

For information, on my current excel setup, I have a main page overview of all invoices in a calendar form (one column per month, one invoice per line), it gives me an automatic general view over the year or any given period. It's a middle-ground presentation between a basic listed summary and a graphic summary, and it works well for me since I sometimes need something more pie-charty to make sense of my business.