On November 15/16 a new version of FlexiTime will be released. This version contains some substantial changes to time billing, giving you more control over the structure and format of invoices, including:
- Invoice Templates that control the number of invoices generated per client and the descriptive text on the invoices
- Charge Types that determine the number of invoice lines and the narrations on those lines. They can also be used to add fixed charges to invoices in a variety of ways.
- More flexibility over who will receive emailed invoices - all invoices will now be sent to the client billing email address, and to any addresses in the new Billing Email on client contacts.
- Simplified client contact set-up - there is no longer any requirements to set security roles on client contacts.
The following articles provide more details on how to use these new features:
This webinar provided an overview of these changes.