"Revolutions sneak up on you (...) I can't ignore the smallest step" - Lars Mikkelson (House of Cards)
A lot is changing at Commusoft and very quickly to boot! It's super important for you guys to stay in the loop so you can best take advantage of all of the updates we've got available for you to improve your workflows. Have a read below about our brand new feature for our Contracting module!
Introducing Contract Invoicing!
As exciting as this change is, it's the culmination of a lot of moving parts falling into place behind the scenes! If you're using our Contracts feature, you'll be aware of how much time and effort we put into making sure it's as engaging and useful as possible. Our PPM feature, the various templates you can utilise and our SLA module all go into making Contracts one of our most holistic features.
That being said, we can (and do) always strive to do more! We've recently added yet another fantastic feature to our Contracts module - Invoicing. We initially set up our contract templates to include (on top of all the basic, requisite information you may need) Billable rates, Job allowances, Parts, and more. Adding an invoicing feature to that goes to making the module even more complete in itself.
We've got measures in place to customise these invoices according to the length of time of the contract as well as the price (obviously), and even included a setting that will automatically send off the invoice after it's been created...
You can utilise the flexibility of this feature to decide whether or not you'd like to have a flat fee for the contract template or whether you'd like to be able to make amendments on a customer-to-customer basis too once it's assigned. You can establish your VAT rate too - we didn't miss a tick!
It is worth noting that currently, you won't be able to utilise the payment portal link in the invoice emails. If you've got in as a tag in any of your default invoice emails it won't be a clickable link in the resulting email.
Check out our other blog release, specifically on our invoicing feature to ensure you've got a full understanding of the module itself - this connects to our contract invoices through the customisation of the invoice names themselves. As mentioned above, you'll be able to create these contract invoices and name them as you please:
These contract invoices will be different from other invoices you may raise through the system in that they are not associated with any one specific job. They will still be displayed regularly in your customers' 'History' section, where you can note the custom descriptions (above).
Our Products Team combined feedback from all of you with their wealth of knowledge and understanding of invoicing and our contracts feature in general to decide upon the specifics of this release.
We're always looking to consistently update and improve all of our features and thanks to everyone in the tech team, we're able to release these kinds of updates regularly.
You can check our website for any further updates and we look forward to hearing from you all!