Released on 16.01.2024
Winner Design and Flex
New Invoice and payments options
There are some brand new features in the invoices and payments dialog and it's layout has been improved to make it simpler to use:
- Whole dialog window has been enlarged so no more need to scroll to see all the data.
- There is a new security role option that can be applied to users who can and cannot register a payment.
- Payments can only be registered against printed invoices.
- Payments can be made visible in the Invoice follow-up window, this allows you to view which invoices have been paid at a glance.
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Payments are now numbered. This allows for a clear audit trail and the Payment number can also be given a number range rule. For steps on how to create a number range rule in Flex click here, for Winner Design click here.
- Payments cannot be deleted but there is a feature where they can be reverted to correct them.
- Cash discounts will no longer be considered as a payment but as a credit note.
- It is now possible to print a pro-forma invoice.
- New icon on invoice lines that when clicked takes you straight to invoice details dialog.
- Some buttons have been renamed, but still perform the same functions.
For more information on the new options click here.
Note: These changes will be released to customers gradually in waves, so you may not see the change immediately.