Announcing invoice tool updates: data export, online payment, PDF invoices, templates, more

Jason Grimes wrote:




Thanks, Rick, that's a great summary.

Kimberly, if you're still having trouble, please let me know. Invoice templates are HTML, with special placeholders embedded in them. The template editor can be a little tricky until you get used to working with it. If you're comfortable editing raw HTML code, you can also click the "source" button and edit the HTML source code directly.

In a few weeks, some pre-translated invoice templates will be made available that should make things much easier.

Thanks,

Jason

Maja Aganlic wrote:
However, I have a problem creating tax amount I need for Bosnian authorities. We are all to specify 10% income tax (payable by freelancers, not clients) on our invoices - the tax being part of the actual amount to be paid by client.

Now, I've tried every possible option given, but I just can't get the amount right on the invoice - the final payable amount is either reduced or increased by 10% regardless of which tax option I use.

Kimberly De Haan wrote:
Call me stupid, but when I open the custom template window, I don't see anything I can change. I see an "Invoice number" field that I can't translate and its code, but I have no idea how I'm supposed to edit the template because I don't see any other fields.
Help?

Jason Grimes wrote:

Hi Maja,

I'm not sure I understand you clearly. If you need to indicate on your invoice the amount of income tax you will pay, without this actually changing the amount charged in the invoice, could you just specify that information manually in the "invoice notes" field?

If I've misunderstood you, please post a short example of what you need your invoice to look like, and I'll try to help further.

Best regards,

Jason

Jason Grimes wrote:



Hi Kimberly,

There should be an editing tool under those fields, which should show a sample invoice that you can edit in place. If you're not seeing this tool, can you tell me what web browser version and operating system you're using? This tool is written in javascript; do you know if you have trouble with other javascript features?

I'd appreciate your help troubleshooting this issue, but I may also have an easier solution for you.

Invoice templates translated into both French and Italian are scheduled for release later this week (Thursday, Feb. 26), along with a few other languages and localized number formats. If you can wait that long, you may not need to work with custom invoice templates at all.

I hope this helps.

Jason

CMJK wrote:
My query is about PDF export: am I doing something terribly wrong, or has this feature not yet been implemented? Whenever I export I still get a blank file. I've tried it with Firefox and IE.

Less importantly, I wonder would it be possible to have a feature where the number of the last invoice sent *to that client* comes up as a reminder, instead or as well as the last global invoice? I usually give each client a code or number followed by the invoice number.

I also second Kathryn's idea of being able to sum the total currencies due etc. on open/paid/filtered invoices. This would be useful.

Kathryn Litherland wrote:
It'd be really useful to see a sum total for the filtered invoices (default = all) on the browse invoices screen. (https://www.proz.com/invoice?sp_mode=invoices)

Also, perhaps somewhat more challenging to implement: it'd be nice to be able to import customer lists or current invoicing records from an existing spreadsheet or tab/comma delimited file. I'd like to have all my records for the fiscal year in one place, and having to go back and redo all my invoices, re-enter all my customer data, etc., back to Jan 1 is a little daunting.