ProZ.com invoicing tool updated: payment reminders, custom formatting, etc.
Thread poster: l Gaston l

l Gaston l  Identity Verified
Local time: 07:49
Afrikaans to Ancient Hebrew
+ ...
Feb 10, 2010

Hi there,

A few updates have been made to the ProZ.com invoicing tool, based on the most common feature requests from members.

Payment reminders. It's now possible to send email reminders for past due invoices.
Customizable billing information. The automatically formatted billing information didn't look right for some users in some locales. Now it's possible to make your invoices display your contact information, and that of your clients, in exactly the format you want.
Multiple invoice recipients. Send an invoice to multiple recipients at the same time.
Close last year's books. An option has been added to close all invoices issued in past years, so that unpaid balances are not carried over into the new year. It is possible to close unpaid invoices individually as well.
Certified privacy and data protection. In response to requests from invoicing users last year, ProZ.com has updated its privacy practices and earned the TRUSTe Web Privacy Seal and TRUSTe EU Safe Harbor Privacy Seal, in compliance with the European Union's Directive on Data Protection. See the ProZ.com privacy policy for more information: http://www.proz.com/privacy

Click here to access the ProZ.com invoicing tool.

Please take a look and let me know what you think. More updates are on the way. What other improvements would you like to see?

Best regards,
Gastón
ProZ.com staff


 

Kristina Radziulyte  Identity Verified
Lithuania
Local time: 13:49
Member (2006)
English to Lithuanian
+ ...

MODERATOR
can't find the Payment reminder option Feb 11, 2010

Hi Gaston,

Unfortunately, I cannot find the Payment reminder option. I have opened a past due invoice, but the only options I see next to it are:
Edit | Send | Print | Export to PDF | Record payment | Close without payment | Duplicate | Delete | Add to project history

Could you please help me with it? Thanks!

Kind regards,
Kristina


 

Per Riise  Identity Verified
Norway
Local time: 12:49
Member (2003)
English to Norwegian
+ ...
Text in PDF export Feb 11, 2010

I just realized that if you have a lot of text in the Description area, it will push out everything else when you export to PDF - it doesn't follow the layout on-screen. One workaround is to export to HTML instead, but all Scandinavian characters will be lost. Could you please fix this.

Best regards,
Per


 

l Gaston l  Identity Verified
Local time: 07:49
Afrikaans to Ancient Hebrew
+ ...
TOPIC STARTER
At the top-right corner of the screen. Feb 11, 2010

Kristina Radziulyte wrote:

Hi Gaston,

Unfortunately, I cannot find the Payment reminder option. I have opened a past due invoice, but the only options I see next to it are:
Edit | Send | Print | Export to PDF | Record payment | Close without payment | Duplicate | Delete | Add to project history

Could you please help me with it? Thanks!

Kind regards,
Kristina


Hi Kristina.

The "Remind" option is located under the invoice status, at the top-right corner of the screen. (It is not listed among the other options you mention). It only appear on past due invoices.

Check there and tell me if you see it.

Best,
Gastón


 

Mauricio Zoch  Identity Verified
Argentina
Local time: 07:49
English to Turkish
+ ...
PDF Problem Feb 11, 2010

Per Riise wrote:

I just realized that if you have a lot of text in the Description area, it will push out everything else when you export to PDF - it doesn't follow the layout on-screen. One workaround is to export to HTML instead, but all Scandinavian characters will be lost. Could you please fix this.

Best regards,
Per


Dear Per,

Thanks for letting us know about this problem, I will check it out and get back to you.

Best regards,

Mauricio


 

Kristina Radziulyte  Identity Verified
Lithuania
Local time: 13:49
Member (2006)
English to Lithuanian
+ ...

MODERATOR
Thanks! Feb 11, 2010

l Gaston l wrote:

The "Remind" option is located under the invoice status, at the top-right corner of the screen.


Thank you Gaston, I can now see it. Strange I didn't notice it before.

Best,
Kristina


 

l Gaston l  Identity Verified
Local time: 07:49
Afrikaans to Ancient Hebrew
+ ...
TOPIC STARTER
Good. Feb 11, 2010

Kristina Radziulyte wrote:

l Gaston l wrote:

The "Remind" option is located under the invoice status, at the top-right corner of the screen.


Thank you Gaston, I can now see it. Strange I didn't notice it before.

Best,
Kristina


Good to hear that!

Btw, I'm working on automatic reminders now, if you are interested, I hope to have more news about this later today.

Best,
Gastón


 

Mauricio Zoch  Identity Verified
Argentina
Local time: 07:49
English to Turkish
+ ...
Fixed Feb 11, 2010

Per Riise wrote:

I just realized that if you have a lot of text in the Description area, it will push out everything else when you export to PDF - it doesn't follow the layout on-screen. One workaround is to export to HTML instead, but all Scandinavian characters will be lost. Could you please fix this.

Best regards,
Per


Per,

I have fixed the problem.
Please take a look and let me know if everything works as you expect now.

If you have any feedback or suggestion please don't hesitate on sharing it here.

Best regards,
Mauricio


 

l Gaston l  Identity Verified
Local time: 07:49
Afrikaans to Ancient Hebrew
+ ...
TOPIC STARTER
Automatic invoice payment reminders are now available. Feb 12, 2010

Hi there!,

Automatic invoice payment reminders are now available at the ProZ.com invoicing tool.

You can configure up to 3 automatic payment reminders to notify you or your clients about past due invoices.

Click here to manage your payment reminder settings


 

Ali Tuna  Identity Verified
United States
Local time: 06:49
Turkish to English
+ ...
Purchase Order as a Placeholder Feb 15, 2010

Hi Gaston,

Thank you for the improvements.
I would like to submit a request about the Invoicing Tool, though. I created a custom template for my invoices a while ago, but I have not been able to add Purchase Order Number (PO #) as a separate field. Is it possible to add another placeholder for Purchase Order Number (PO#) so that, when I click Create New Invoice using my customized template, I can enter the Purchase Order Number in a separate text area on the Create a New Invoice page?

Thanks in advance.

Sincerely,
Ali


 

Soren Petersen
United States
Local time: 05:49
Member
English to Danish
+ ...
Feb 15, 2010

Never mind, mistake

[Edited at 2010-02-15 12:35 GMT]


 

l Gaston l  Identity Verified
Local time: 07:49
Afrikaans to Ancient Hebrew
+ ...
TOPIC STARTER
Custom fields would work for you? Feb 15, 2010

simulacra wrote:

Hi Gaston,

Thank you for the improvements.
I would like to submit a request about the Invoicing Tool, though. I created a custom template for my invoices a while ago, but I have not been able to add Purchase Order Number (PO #) as a separate field. Is it possible to add another placeholder for Purchase Order Number (PO#) so that, when I click Create New Invoice using my customized template, I can enter the Purchase Order Number in a separate text area on the Create a New Invoice page?

Thanks in advance.

Sincerely,
Ali


Hi Ali,

Thanks for taking the time to propose your request.
Would it work for you if I add support to custom fields? So, you could add a PO# custom field at your invoices, or other fields you might like in the future?

What do you think ?

Best!,
Gastón


 

Ali Tuna  Identity Verified
United States
Local time: 06:49
Turkish to English
+ ...
Yes Feb 15, 2010

l Gaston l wrote:

Hi Ali,

Thanks for taking the time to propose your request.
Would it work for you if I add support to custom fields? So, you could add a PO# custom field at your invoices, or other fields you might like in the future?

What do you think ?

Best!,
Gastón


Hi Gaston,
Yes, a custom field would work as well.
Thanks,
Ali


 

Partha Sarathi Satpathy  Identity Verified
India
Local time: 16:19
English to Hindi
+ ...
Auto-reminder: Exclusion of specific client(s) Feb 17, 2012

Hi Gaston,

I am posting it here cause I felt it is the right place. If I am wrong, please forgive me and suggest the right way.

I am a fan of Payment Reminders, however it doesn't give me any option to exclude a specific client. For example, if a client has already mentioned that they will pay on a certain date, and I want to stop any reminders to that particular client, what should I do?

Can we have a exclusion list? Am I missing something?

Thank you all in advance.

Partha


 


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