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Announcing invoicing tool updates: Payment reminders, custom formatting, purchase order number, more
Thread poster: l Gaston l
Ivan Eikås Skjøstad
Ivan Eikås Skjøstad  Identity Verified
Norway
Local time: 19:26
Member (2002)
English to Norwegian
+ ...
credit memo Apr 10, 2013

Is it possible to issue a credit memo from the system? I only see 'close without payment'.

BR,
Ivan


 
Alejandro Cavalitto
Alejandro Cavalitto  Identity Verified
Argentina
Local time: 14:26
Member (2008)
English to Spanish
+ ...
The invoicing tool can only be used to create and track invoices online Apr 11, 2013

Hello Ivan,

At the moment, the invoicing tool can only be used to create and track invoices online. If further uses are added in the future, there will be an announcement.

Please let me know if you need anything else.

Best regards,
Alejandro


 
Nitin Goyal
Nitin Goyal  Identity Verified
India
Local time: 22:56
Member (2007)
Punjabi to English
+ ...
Suggestion : Quote Tool May 17, 2013

Hi Gaston,

Great work on the invoicing tool! I've been an ardent user since almost day one of its launch and loved it!

I was just wondering if it is at all possible for you to add a Quote feature/tool within the Invoices tool.

I can currently send quotes through Proz.com only for the advertised jobs. It would be great if I could generate quotes (like invoices) for my regular clients too, whenever I get a request for a quote.

I guess you can hav
... See more
Hi Gaston,

Great work on the invoicing tool! I've been an ardent user since almost day one of its launch and loved it!

I was just wondering if it is at all possible for you to add a Quote feature/tool within the Invoices tool.

I can currently send quotes through Proz.com only for the advertised jobs. It would be great if I could generate quotes (like invoices) for my regular clients too, whenever I get a request for a quote.

I guess you can have this implemented easily by using the same form we use for generating invoices, but calling it Quote. If the job comes in, we can easily convert/copy the quote into invoice.

This will help us in staying organized, and remembering what we had quoted.

Many thanks in advance!

Cheers,
Nitin Goyal
www.krishnatranslations.com
www.facebook.com/krishnatranslations
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Birgir24
Birgir24  Identity Verified
Iceland
Local time: 17:26
Member (2011)
English to Icelandic
+ ...
Invoicing tool not working properly... Aug 6, 2013

Hello,

I'm hoping someone can help me. Today when I try to generate a pdf version of my invoice the system generates one that is 0K and Adobe is unable to open. I've been using this system for the best part of 2 years now and this has never happened to me before.

Is something wrong with it at the moment?

Best,

Birgir


 
Maria Kopnitsky
Maria Kopnitsky  Identity Verified
United States
Spanish to English
+ ...
Please submit support request with link to invoice Aug 6, 2013

Hello Birgir,

Could you please submit a support request and provide a link to the invoice you're having trouble exporting to PDF? That will help me look into this for you.

Thanks in advance.

Best regards,

Maria


 
Nicolas Racine
Nicolas Racine  Identity Verified
Local time: 13:26
English to French
PDF not working Aug 6, 2013

Hello I have been trying to print a PDF copy of an invoice, and I get a 0k file every time.

The only way I can get a PDF right now is to print the invoice to a PDF printer in my computer.

It seems I am not the only one since I have seen another message with the same problem.

I hope this can be resolved quickly, since this one of the major features for me. I will submit a report as well.

Thanks


 
Oliver Pekelharing
Oliver Pekelharing  Identity Verified
Netherlands
Local time: 19:26
Dutch to English
Suggestion Aug 20, 2013

I have another suggestion for this tool (assuming someone is still developing it; the lack of response to some of the suggestions here makes you wonder...). My suggestion is: allow copies of invoices (PDF) to be saved to a hard drive or other location. As far as I can see, they are only saved as attachments when you send them at the moment.

Thanks,

Olly


 
Ambrose Li
Ambrose Li  Identity Verified
Canada
Local time: 13:26
English
+ ...
Saving PDF on your hard drive Aug 21, 2013

Olly Pekelharing wrote:

I have another suggestion for this tool (assuming someone is still developing it; the lack of response to some of the suggestions here makes you wonder...). My suggestion is: allow copies of invoices (PDF) to be saved to a hard drive or other location. As far as I can see, they are only saved as attachments when you send them at the moment.


The functionality is already there; I have been saving copies of my invoices as PDF’s on my hard drive. The “Export to PDF” button is right next to the “Print” button (which is right next to the “Send” button).

Or are you talking about something else?


 
Oliver Pekelharing
Oliver Pekelharing  Identity Verified
Netherlands
Local time: 19:26
Dutch to English
Re: export to PDF Aug 22, 2013

How could I have missed that!

Thanks.


 
Oksana Kondakova
Oksana Kondakova  Identity Verified
United States
Local time: 13:26
Member (2010)
English to Russian
+ ...
Is there any chance to get currency conversion tool in invoicing? Aug 23, 2013

Hi there!

I've been using this invoicing tool for a couple of years already and have been really missing currency conversion/ display all my invoices in reporting section in my local or preferred currcency IN ADDITION to the currency they were issued in.

Example:

I have invoices in multiple currencies - EUR, USD, GBP, RUB.

What I see now in reporting section - reports for each of this currencies.

What I'd really like to see in repo
... See more
Hi there!

I've been using this invoicing tool for a couple of years already and have been really missing currency conversion/ display all my invoices in reporting section in my local or preferred currcency IN ADDITION to the currency they were issued in.

Example:

I have invoices in multiple currencies - EUR, USD, GBP, RUB.

What I see now in reporting section - reports for each of this currencies.

What I'd really like to see in reporting section - reports for each of this currencies PLUS reports/total in my local or preferred currency. Currency rate to be set by user.



Off topic: If you know any invoicing tool with this functionality, please be so kind to share! I was searching a lot without any success.
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Jason Grimes
Jason Grimes
Local time: 13:26
SITE STAFF
Added support for currency conversion in reports Sep 5, 2013

Oksana Kondakova wrote:
I've been using this invoicing tool for a couple of years already and have been really missing currency conversion/ display all my invoices in reporting section in my local or preferred currcency IN ADDITION to the currency they were issued in.

Example:

I have invoices in multiple currencies - EUR, USD, GBP, RUB.

What I see now in reporting section - reports for each of this currencies.

What I'd really like to see in reporting section - reports for each of this currencies PLUS reports/total in my local or preferred currency. Currency rate to be set by user.


Hi Oksana,

Thanks for the suggestion!

Support for currency conversion in invoicing reports has been added. Please see the announcement here for details.

Best regards,

Jason


 
Jason Grimes
Jason Grimes
Local time: 13:26
SITE STAFF
Improvements underway--please see new forum topic Sep 6, 2013

Thank you to everyone who has shared their comments and suggestions above.

A new round of improvements to the invoicing tool is now underway, and a new forum topic has been created to discuss them. A couple new features have been released already, and more are coming.

If there are changes you'd particularly like to see, now is a great time to participate in the discussion--now,
... See more
Thank you to everyone who has shared their comments and suggestions above.

A new round of improvements to the invoicing tool is now underway, and a new forum topic has been created to discuss them. A couple new features have been released already, and more are coming.

If there are changes you'd particularly like to see, now is a great time to participate in the discussion--now, while development is underway, you can make a difference in the way changes are implemented. I hope to work together with you on these improvements.

Thanks,

Jason
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Announcing invoicing tool updates: Payment reminders, custom formatting, purchase order number, more






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