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Improvements to the invoicing tool
Thread poster: Jason Grimes

Jason Grimes
Local time: 00:38
SITE STAFF
Aug 29, 2013

I'm currently working on some updates to the ProZ.com invoicing tool.

A lot of suggestions have been made for improving the invoicing tool, in forum discussions (ex. here and here), support requests, and in the "ideas" page. I'll be implementing a few of them in the coming weeks.

If there's an improvement you'd particularly like to see, please make sure to vote for it in the "ideas" page (reachable by clicking "ideas" at the top right of the main ProZ.com menu). Additional discussion is also welcome below.

Thanks,

Jason


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Jason Grimes
Local time: 00:38
SITE STAFF
TOPIC STARTER
Added support for marking multiple invoices as paid at one time Aug 30, 2013

Support has been added for marking multiple invoices as paid at one time.

To use this feature, go to the browse invoices page, select the invoices you want to mark as paid, and click the "Mark paid" button at the bottom of the list.

A form will be shown for entering a payment date, payment method, and description (the same values will be used for all invoices).

For each invoice, a payment will be recorded for the full balance due, and the invoice will be marked as closed.

Any comments about this feature are welcome.

Best regards,

Jason


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Jason Grimes
Local time: 00:38
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TOPIC STARTER
Added support for currency conversion in reports Sep 5, 2013

If you issue invoices in multiple currencies, you can now see a report with the combined totals of amounts in all currencies, converted into your preferred currency. The financial overview report shows these combined amounts at the top, with a breakdown of amounts per-currency underneath.

By default, currencies are converted using current exchange rates from XE.com, when known. You can set your own custom exchange rates, and view the exchange rates used, by clicking the "exchange rates" link above the combined report.

Thanks to Oksana Kondakova for suggesting this feature.

Feedback is welcome.

Best regards,

Jason


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Ahmed Maher  Identity Verified
Local time: 06:38
English to Arabic
+ ...
Hi Jason Sep 8, 2013

Thanks for your efforts to improve ProZ invoicing system. It is one of our essencial tools now.

My suggesion is to add an option to invoicing main page to export several invoices to PDFs in one click. The same idea of mark several invoices as paid.

Thanks very much.


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Peter van der Hoek
Venezuela
Local time: 00:38
Member (2008)
Dutch to English
+ ...
Getting better and better Sep 8, 2013

This tool just keeps getting better.

Thanks a lot for your efforts, Jason!

Cheers,


Peter


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Jason Grimes
Local time: 00:38
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Thanks, Peter Sep 10, 2013

Thanks for the kind words, Peter. I'm glad it's useful.

Jason


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Jason Grimes
Local time: 00:38
SITE STAFF
TOPIC STARTER
Added batch export to PDF Sep 10, 2013

Ahmed Maher wrote:
My suggesion is to add an option to invoicing main page to export several invoices to PDFs in one click. The same idea of mark several invoices as paid.


Thanks for the suggestion, Ahmed. This feature has just been added.

To export multiple invoices as PDFs, select the invoices you want to export on the browse invoices page, and then click the "Export to PDF" button at the bottom of the list. They'll be downloaded in a single ZIP archive file.

Please let me know how it works for you.

Thanks,

Jason


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Jason Grimes
Local time: 00:38
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Added support for including feedback links when sending an invoice Sep 13, 2013

When sending an invoice, you can now include in the invoice email an easy way for the client to give you translator feedback. (Translator feedback lets you show feedback in your profile from clients who would be willing to work with you again.)

To see this new feature, click "Send" above one of your invoices. In the send invoice form, look for the option labeled "Request translator feedback". Click "(preview)" to see how the feedback links will appear in your message.

If you send an invoice to multiple recipients, the feedback links will be different for each recipient, containing a different unique ID. Note that the feedback options will not be included in the copy of the message you send to yourself.

Please post below if you have any comments about this feature.

Thanks,

Jason


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Ahmed Maher  Identity Verified
Local time: 06:38
English to Arabic
+ ...
Thanks, Jason Sep 16, 2013

Thanks very much for adding "Export to PDF" tab. It works very well and adds too much to invoicing system functionality.

Thanks again.


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Nitin Goyal  Identity Verified
India
Local time: 10:08
Member (2007)
Panjabi to English
+ ...
Suggestion : Quote Tool Sep 17, 2013

Hi Jason,

I had submitted this suggestion earlier too, and I was wondering if you could share your thoughts about this.

Great work on the invoicing tool! I've been an ardent user since almost day one of its launch and loved it!

I was just wondering if it is at all possible for you to add a Quote feature within the Invoices tool.

I can currently send quotes through Proz.com for the advertised jobs only. It would be great if I could generate quotes (like invoices) for my regular clients too, whenever I get a request for a quote.

I guess you can have this implemented easily by using the same form we use for generating invoices, but calling it Quote. If the job comes in, we can easily convert/copy the quote into invoice.

This will help us in staying organized, and remembering what we had quoted.

Many thanks in advance!

Cheers,
Nitin Goyal
www.krishnatranslations.com


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Ahmed Maher  Identity Verified
Local time: 06:38
English to Arabic
+ ...
Payment reminder Sep 22, 2013

Thanks again for the "Export to PDF" feature, Jason.

I would like to see payment reminder feature works in a way that saves users time and facilitate their invoicing work.
Simply, I need to add email address (to send reminders to) for every client. Then, there should be a tab beside Edit, Send, Print, .... in every invoice page called "Send Reminder".
Also, we need to add a tab in the main page to send bulk reminders for all selected invoices. Like "Export to PDF" tab.

Thanks very much.


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Partha Sarathi Satpathy  Identity Verified
India
Local time: 10:08
Member (2010)
English to Hindi
+ ...
Selective reminder Sep 23, 2013

Ahmed Maher wrote:

Thanks again for the "Export to PDF" feature, Jason.

I would like to see payment reminder feature works in a way that saves users time and facilitate their invoicing work.
Simply, I need to add email address (to send reminders to) for every client. Then, there should be a tab beside Edit, Send, Print, .... in every invoice page called "Send Reminder".
Also, we need to add a tab in the main page to send bulk reminders for all selected invoices. Like "Export to PDF" tab.

Thanks very much.


Is it possible to enhance the Payment Reminder tool with a "Selective Payment Reminder" feature?


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Jason Grimes
Local time: 00:38
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TOPIC STARTER
How do you manage your quotes now? Sep 23, 2013

Nitin Goyal wrote:
I was just wondering if it is at all possible for you to add a Quote feature within the Invoices tool.

I can currently send quotes through Proz.com for the advertised jobs only. It would be great if I could generate quotes (like invoices) for my regular clients too, whenever I get a request for a quote.


Hi Nitin,

Thanks for the suggestion. Others have also asked for a tool like this.

What do you use for creating quotes today? What do your quotes look like (i.e. what information do they include)? How do you track the quotes you have sent out?

Thanks,

Jason


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Jason Grimes
Local time: 00:38
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Should reminders go to the same email address as the original invoice? Sep 23, 2013

Ahmed Maher wrote:
I would like to see payment reminder feature works in a way that saves users time and facilitate their invoicing work.
Simply, I need to add email address (to send reminders to) for every client. Then, there should be a tab beside Edit, Send, Print, .... in every invoice page called "Send Reminder".
Also, we need to add a tab in the main page to send bulk reminders for all selected invoices. Like "Export to PDF" tab.


In most cases do you send invoice reminders to the same email address to which the invoice was originally sent? (If so, it could be possible to send bulk reminders without specifying the email address again.)

Thanks,

Jason


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Jason Grimes
Local time: 00:38
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What would a "selective payment reminder" feature do? Sep 23, 2013

Partha Sarathi Satpathy wrote:
Is it possible to enhance the Payment Reminder tool with a "Selective Payment Reminder" feature?


Hi Partha,

Thanks for the suggestion. What would this feature do exactly?

Thanks,

Jason


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