Smart Service Update 119: Invoice Management
By Nuwriy Nienkirchen on Thursday, December 14, 2023Smart Service Update 119: Invoice Management
Update 119 brings a brand new way to keep track of your invoices in Smart Service!
New Invoice Management Screen
We’ve added a new screen to the Office section Smart Service to view and manage Invoices posted from Smart Service. From this screen, you can filter to view open, overdue, or paid invoices, and filter by date or by days past due. You can open the record for each invoice, see the invoice information and open balance, and print or email selected invoices. To access the Manage Invoices screen, a user needs to have permission to post work orders.
With the addition of this screen, we’ve reorganized the Office section of Smart Service to improve organization. Some options have been moved or regrouped, but all existing options will still be present. We’ve also made some improvements to how payments are sent to QuickBooks, so payments will now be applied to the invoice they’re connected to whenever possible. (Enhancement #9678 & 9690)
Office Screen Reorganization
With the addition of this screen, we’ve reorganized the Office section of Smart Service to improve organization. Some options have been moved or regrouped, but all existing options will still be present.
Other Enhancements
- Manufacturer’s Part Number and Preferred Vendor will now show up in Smart Service if they are filled out in QuickBooks. (Enhancement #1131, 9746 & 9747)
- Added an option to display History records on the schedule based on scheduled time instead of timestamps. (Enhancement # 7653)
- Added an option to reparent jobs when “Do not add jobs to QuickBooks” is enabled. (Enhancement #9056)
- The End Time dropdown will now hide times that are before the Start Time. (Enhancement #9656)
- Added a report field for Schedule Additional Employees reports which lists whether an employee is listed as an additional employee. (Enhancement #9659)
- Added an option to create a saved payment method without immediately processing a payment. (Enhancement #9677)
- Added a link to the Customer Portal under the Help menu for users with Settings access. (Enhancement #9695)
- The Credit Limit field now displays two decimal points instead of four when used in a Mail Merge. (Enhancement #9729)