Enhanced Invoicing: Edit Payment Schedules and Manage Partially Paid Invoices

Invoices: Editing Payment Schedules & Partially Paid Invoices

What’s New

We’re thrilled to announce a significant enhancement to our invoicing capabilities, providing you with unparalleled flexibility to manage your finances. Our latest update is designed to help streamline the management of your invoices, especially when it comes to changing payment schedules or dealing with partially paid invoices.

Key Features Include:

• Invoice Details Management: Easily change the invoice due date, update the name, modify terms, and add notes as required.
• Product Management Flexibility: Seamlessly add or remove products to reflect the most current needs.
• Dynamic Amount & Business Updates: Edit the invoice amount and update business details in real-time.

• Payment Schedule Adaptability: Modify payment schedules, including due dates and amounts, to fit your unique requirements.

How to Use the New Invoicing Features

1. Access the Invoice:
   Begin by opening the partially paid invoice you wish to modify.

   

2. Edit Specific Sections:
   Click on the ‘Edit’ option to access the specific section you wish to modify, whether it’s invoice details, products, business info, or payment plans.

   
   

3. Save Changes:

Make the necessary modifications and save your changes. Rest assured, updates will reflect immediately.

Why We Built It

• Flexibility for Changing Customer Requirements: With this feature, you can easily update invoice details without the need to reissue the invoice when a customer requests adjustments after a partial payment.
• Adaptable to Dynamic Business Needs: Whether you’re adding a new product or adjusting payment plans due to a project change, our enhanced invoicing capabilities are designed to keep up with your evolving business demands.

This update ensures that invoicing on SMBcrm is more flexible and responsive to your and your customers’ needs.

For more exciting updates and features, be sure to check out our latest announcements. Stay tuned for more innovative features designed to make your business processes smoother and more efficient!