ProZ.com Translation Forums

Improvements to the invoicing tool | Client care email

Tran Hai Ha — Tue, 22 May 2018 07:02:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Tran Hai Ha
Post title: Client care email

I saw there is a client list in the invoicing tool. It would be nice if you can create a template of client care so we can send an email to thank them then they would not forget our serivce or announce a new service.

Improvements to the invoicing tool | Where do I write my financial details?

Maria Rosaria Venosa — Thu, 01 Feb 2018 09:37:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Maria Rosaria Venosa
Post title: Where do I write my financial details?

...first time using the invoicing tool...

Improvements to the invoicing tool | Please add 'Next Month' and 'In 2 months' columns in Reports

Kaori Kawakami — Tue, 09 Jan 2018 13:47:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Kaori Kawakami
Post title: Please add 'Next Month' and 'In 2 months' columns in Reports

Dear SDL staff,

I thank you for the useful tool. I have been using my-own developed Excel tool and have recently switched to this took to find that it is indeed a great tool.

One suggestion for you please to consider is to add 'Next Month' and 'In 2 months' columns in Report where it now only has Today, This week, This month, This quarter and This year, as some clients pay in 30 days and 60 days and it is useful how much I can expect to receive in those months at a glance.

Thank you for your time to take a look at this.

Have a wonderful day.

Kaori

[Edited at 2018-01-09 13:49 GMT]

Improvements to the invoicing tool | Please submit a support request

Yana Dovgopol — Mon, 25 Sep 2017 08:53:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Yana Dovgopol
Post title: Please submit a support request

[quote]Giia Weigel wrote:

Please advise (and not with the canned response, please), what's with multiple invoices and payment registrations? This really complicates issues, because I need to keep triple tabs on everything, which kind of beats the purpose of this page. :/ I have really liked using it, but lately the number of glitches seems to have multiplied exponentially... Is there any hope someone could tell me what's going on with these issues and when will they be fixed?

Thank you in advance! [/quote]

Dear Giia,

Could you please submit a support request and provide some specific details about problems you're experiencing with the invoicing section such as your full steps, examples of duplicate invoices and further additional information so that the support team can troubleshoot these issues?

Thanks in advance.

Bests,

Yana

Improvements to the invoicing tool | Payments register multiple times, invoices propagate multiple times...

Giia Weigel — Sun, 24 Sep 2017 20:15:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Giia Weigel
Post title: Payments register multiple times, invoices propagate multiple times...

Please advise (and not with the canned response, please), what's with multiple invoices and payment registrations? This really complicates issues, because I need to keep triple tabs on everything, which kind of beats the purpose of this page. :/ I have really liked using it, but lately the number of glitches seems to have multiplied exponentially... Is there any hope someone could tell me what's going on with these issues and when will they be fixed?

Thank you in advance!

Improvements to the invoicing tool | The same thing keeps happening...

Giia Weigel — Sat, 23 Sep 2017 11:55:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Giia Weigel
Post title: The same thing keeps happening...

Please advise - invoice numbers and ALL comments vanish from time to time. Where do they go and why? How could we prevent this from happening, please? It is very tedious and time consuming to go and copy/paste the necessary data manually. Please advise at your earliest!

Thank you!

Improvements to the invoicing tool | Double invoices

Giia Weigel — Sat, 23 Sep 2017 11:39:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Giia Weigel
Post title: Double invoices

I have noticed it happening for a while now: sometimes the system generates two identical invoices with the only difference being the invoice number. I am quite busy and don't always keep track on these, and it has resulted in some unpleasant hassle on both ends. Please advise what could be done to prevent this from happening? My accountant is very unhappy with me deleting random invoices :/

Improvements to the invoicing tool | This should be adjusted

Yana Dovgopol — Wed, 20 Sep 2017 08:09:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Yana Dovgopol
Post title: This should be adjusted

[quote]Giia Weigel wrote:

I do understand the importance of this feature, but does it need to pop up and cover half the page Every Time? Perhaps it could stop at some point, please? [/quote]

Hello Giia,

This should be adjusted now.

I hope this helps.

Best regards,

Yana

Improvements to the invoicing tool | Blue Board Entry recommendations...

Giia Weigel — Tue, 19 Sep 2017 22:00:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Giia Weigel
Post title: Blue Board Entry recommendations...

I do understand the importance of this feature, but does it need to pop up and cover half the page Every Time? Perhaps it could stop at some point, please?

Improvements to the invoicing tool | Problems :(

Giia Weigel — Wed, 13 Sep 2017 21:22:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Giia Weigel
Post title: Problems :(

My invoice numbers are no longer propagated and all notes are missing... Please advise!

[quote]Jason Grimes wrote:

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
[/quote]

Improvements to the invoicing tool | Beta?

Oliver Pekelharing — Mon, 24 Jul 2017 07:27:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Oliver Pekelharing
Post title: Beta?

In keeping with the changes to ProZ's website, are there any definite plans to modernize the invoicing tool? And a timeline maybe? It's still in the beta phase after how many years now? And only very rarely updated, if at all. Myself and other users have made plenty of good suggestions over the years which are usually completely ignored. The post before this one is an example of such a suggestion (I too have a couple of customers whose email system won't accept messages from [email removed] ). The only reason I still use this tool is I can't be bothered switching. And I think it would only take a couple of small changes to make it excellent. A real pity...

Olly

Improvements to the invoicing tool | Sending the invoices from translator's personal email address

Fernando Larrazabal — Fri, 07 Jul 2017 09:40:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Fernando Larrazabal
Post title: Sending the invoices from translator's personal email address

At present invoices seem to be sent only from [email removed] .

translator_name via [email removed]

Is it possible to send using the personal address of the translator or both [email removed] and the private address?

Fro practical reasons, we have set up filters in our email system so that messages from Proz do not go directly into the inbox, and as a consequence, the invoices from the outsourcers can easily get lost as if they were a normal message from Proz related to forums, jobs, and so on.

Some translators do download their invoices and send them using their personal address, but unfortunately, not all of them do it.

Improvements to the invoicing tool | Sorry this is not a reply to any specific question. I just don't know how to make a new thread.

Yumico Tanaka (X) — Mon, 01 May 2017 14:18:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Yumico Tanaka (X)
Post title: Sorry this is not a reply to any specific question. I just don't know how to make a new thread.

New request: I wish that Proz.com makes a scheduling tools linking the invoicing.

That's all, thanks!

Yumico Tanaka

Improvements to the invoicing tool | not numbered yet

Jashan sandhu — Tue, 28 Mar 2017 15:31:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Jashan sandhu
Post title: not numbered yet

I have sent invoice to my client but why its showing not numbered yet

[quote]Jason Grimes wrote:

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
[/quote]

Improvements to the invoicing tool | Thanks and a Suggestion

James Reiser (X) — Thu, 12 Jan 2017 14:45:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: James Reiser (X)
Post title: Thanks and a Suggestion

Thanks for the invoicing tool. Used it for the first time today. A request. While I was creating my first real invoice I attempted to switch to a test invoice I had created earlier to check something using the tabs at the top of the creation form. I lost my work that was underway. Could an auto save function be built into the creation form to avoid this?

Again, thanks for the great tool!

Jim Reiser

Improvements to the invoicing tool | Bank details

Persiana Pastuhova — Wed, 30 Nov 2016 10:16:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Persiana Pastuhova
Post title: Bank details

Hello,

Is there an option to add automatic bank details to the invoicing tool? Thanks

Improvements to the invoicing tool | Thanks for reporting this

Paula Durrosier — Fri, 28 Oct 2016 00:59:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Paula Durrosier
Post title: Thanks for reporting this

Hello Gary,

I confirm that the rounding off function of the invoicing tool does not seem to be working accurately. Thanks for bringing this to our attention! This issue will be now referred to be processed internally by site developers.

Thank you again for reporting this.

Best regards,

Paula

Improvements to the invoicing tool | Issue with rounding off numbers in invoicing tool

Gary Wellman — Thu, 27 Oct 2016 03:08:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Gary Wellman
Post title: Issue with rounding off numbers in invoicing tool

Hello,

I found a problem with the rounding off function of this invoicing tool which was pointed out to me by my client's accounting department.

I created an invoice for 8719 words at a rate of 0.18 USD with a 25% discount. The total in the "Amount" box came to "1,177.06". The same amount of 1,177.06 was written in the Subtotal field below that. However, when I saved the invoice, the "Amount" box was "1,177.06" but the Subtotal field below that came to "1,177.07." So the actual amount which is "1,177.065" was not rounded up to 1,177.07 before saving the invoice and then was correctly rounded up to 1,177.07 but ONLY in the Subtotal field. Therefore, there was a difference, which unfortunately I did not notice, in the "Amount" box and the "Subtotal" field in the invoice that I sent to my client.

Could you please have a look at this issue.
Please contact me if you need any more clarification.

Gary Wellman
profile # 77351

Improvements to the invoicing tool | Please check your tax settings

Paula Durrosier — Mon, 05 Sep 2016 13:24:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Paula Durrosier
Post title: Please check your tax settings

Hi Tuula,

Thanks for writing.

Have you checked your Tax settings already? You can update these settings from the 'Settings' tab of the invoicing tool.
There you will be able to add as many taxes (with different percentages) as you need.

At the moment of creating a new invoice, you will be able to choose and apply any of the taxes you have just created. Please let me know if this works for you. Otherwise, please submit a support request here with further details so we can look into this further. Thank you!

Best regards,

Paula

Improvements to the invoicing tool | I cannot amend the tax percentage

Tuula Siimes — Mon, 05 Sep 2016 07:29:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Tuula Siimes
Post title: I cannot amend the tax percentage

I haven't been able to change the tax percentage in the invoicing tool.

When I try to change VAT 23% to VAT24% (= percentage used since some years in Finland already) I get the message "Something went wrong...
Percentage must be specified for each tax."

Even when I delete the VAT 23% row, the row keeps coming back.

So, I have not been able to use this tool for any invoices to Finland (my own country), but have prepared these invoices using a different system.
However, I'd like to use this invoicing tool for all my invoices or at least to know why any tax change is impossible in this tool.

Thanks in advance for your answer,
Best regards,
Tuula

Improvements to the invoicing tool | Thanks for bringing this to our attention

Paula Durrosier — Mon, 22 Aug 2016 14:30:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Paula Durrosier
Post title: Thanks for bringing this to our attention

Hello Nassima,

Thanks for pointing this out. I confirm that this currency is not yet listed in the invoicing system, but I have now added this idea to our list of ideas for site improvement. Thank you!

Please let me know if you need further help.

Best regards,

Paula

Improvements to the invoicing tool | Can't find the currency of my invoices

Nassima EL MEDJIRA — Mon, 22 Aug 2016 07:54:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Nassima EL MEDJIRA
Post title: Can't find the currency of my invoices

Hello

I just tried this very amazing tool and am very happy to see that my work can just become easier and better.
However, as I am dealing with national clients mostly, my invoices are done in the local cuurency, the Algerian Dinar (DZD) and unfortunately, it is not proposed within the currencies list and it seems that there is no possibility to change the currency "manually".

Improvements to the invoicing tool | Attachments

Richard Stephen — Sun, 27 Mar 2016 19:39:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Richard Stephen
Post title: Attachments

It should be possible to include attachments with an invoice. My customers frequently require more information than I can put on the invoice itself. An elegant solution would be to upload an attachment and send it with the bill.

Improvements to the invoicing tool | Problem solved.

Iulian Muresan — Wed, 23 Mar 2016 15:26:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Iulian Muresan
Post title: Problem solved.

Thank you!

Improvements to the invoicing tool | Thanks for reporting this issue

Paula Durrosier — Tue, 22 Mar 2016 12:15:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Paula Durrosier
Post title: Thanks for reporting this issue

Hi iMuresan,

Thank you for reporting this.

We are aware of this issue and we are already checking it to have it fixed as soon as possible.

I appreciate your patience.

Best regards,

Paula

Improvements to the invoicing tool | Export to PDF gives me a corrupt file 0 bytes

Iulian Muresan — Tue, 22 Mar 2016 10:52:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Iulian Muresan
Post title: Export to PDF gives me a corrupt file 0 bytes

Hi,

It's all in the title. Can anyone help with this?

Improvements to the invoicing tool | Thanks for the suggestion!

Paula Durrosier — Wed, 16 Mar 2016 17:47:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Paula Durrosier
Post title: Thanks for the suggestion!

Hello Phoenix III,

I'm afraid that the option to check multiple invoices in different pages is not available at the moment. However, I have added it to our list of ideas and suggestions for site improvement. Thanks for your contribution!

Please let me know if you have further questions.

Best regards,

Paula

Improvements to the invoicing tool | Multiple Invoices in different pages

Phoenix III — Mon, 14 Mar 2016 15:59:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Phoenix III
Post title: Multiple Invoices in different pages

I have a client that pays me multiple Invoices under one check. There were 3 open Invoices and I kept being paid all but those scattered Invoices. After almost a year of insisting on a clear answer, the information came back that I had already been paid. What seems to happen is that I click on the invoices being paid BUT when I search for an invoice on a DIFFERENT page, somehow all of the previously checked invoices are cleared. Thus, only the last checked invoices are shown as paid. Is there a way to avoid this from happening? We should be able to mark invoices being paid all at once and not on page by page basis.

Thanks,

Improvements to the invoicing tool | Problem should now be resolved

Maria Kopnitsky — Mon, 07 Mar 2016 14:55:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Maria Kopnitsky
Post title: Problem should now be resolved

Hello Olly,

Thanks for reporting this.

Development staff have looked into this issue and have taken steps to resolve it. Please try accessing the invoicing tool again and letting me know how it goes.

Best regards,

Maria

Improvements to the invoicing tool | Invoicing tool bug

Oliver Pekelharing — Mon, 07 Mar 2016 14:08:00 +0000

Forum: ProZ.com: Translator Coop
Topic: Improvements to the invoicing tool
Poster: Oliver Pekelharing
Post title: Invoicing tool bug

Has anyone else noticed that the invoicing tool has gone buggy? When I create a new invoice I can't use all the dropdown menus and the invoice amounts don't add up at all! Plus I get an error message that I haven't selected a customer even though have.

Olly