Seamless Estimates and Invoices with a Streamlined Interface Update

Enhanced Estimates & Invoices for a Seamless Experience

Creating and managing estimates and invoices is now more intuitive and efficient. Say goodbye to cumbersome accordion menus and hello to a streamlined interface. Let’s dive into the key improvements that enhance your workflow and usability.

Key Features of the New User Interface

  • Simplified Navigation for Invoice Settings: No more excessive clicking through accordions. Now, all invoice settings are accessible by simply scrolling. This clean design ensures you’re able to create invoices quickly and efficiently.Improved UI Navigation
  • Enhanced Access to Late Fees & Tipping: Setting up late fees and tipping options is now more straightforward, making it easier to include these important components in your estimates and invoices.Late Fees & Tipping Access
  • Easy Discount Application: Open discount settings inline within the document, eliminating the need for navigating through additional windows.

Discount Settings

  • Seamless Product Addition: Add products within existing line items effortlessly with the new “+” icon, simplifying item arrangement and enhancing organization.Product Addition Icon

These updates apply across both estimates & templates, and invoices & templates, ensuring a cohesive experience wherever you manage your financial documents.

Why These Changes Matter

Our enhancements are centered around delivering a superior user experience with minimized frictions. By making key features more accessible and straightforward, such as late fees and tipping setups, we aim to enhance your productivity and satisfaction.

Explore these new updates and witness how they can transform your invoicing process. For further inquiries or support, visit our Support Page.

In Case You Missed It: Don’t forget to read our latest update on Enhanced Client Portal Streamlines Subscription Management.

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