Feature improvements and changes

Invoicing

  • A description field is now available, which when populated will be shown on invoices sent to a customer via either HTML or PDF output

    • The field may be optionally pre-populated from the job description when the invoice is created. This behaviour can be enabled in the invoice settings area.

    • Please note: The field won't appear automatically on PDF outputs if you are using a custom invoice template. You will need to update your custom template using the new variable.

    • Please note: The field is not yet included on invoices synced to 3rd party financial integrations such as Xero, QBO and MYOB

  • The reference field is now shown on invoices sent to a customer via either HTML or PDF output

    • The reference field may now be optionally pre-populated from the job reference field when the invoice is created. This behaviour can be enabled in the invoice settings area.

    • Please note: The field won't appear automatically on PDF outputs if you are using a custom invoice template. You will need to update your custom template using the new variable.

  • When sending an invoice using the Share and Export function, it's now possible to select either the HTML or PDF output option

Other minor improvements include

  • The performance of some workspace exports has been improved

Bug fixes

  • General bug fixes

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