Invoice Manager 2.1 released

on . Posted in Invoice Manager

We have completely re-written the TAX system to give you more flexibility and usability for taxes in Invoice Manager.

We are happy to announce Invoice Manager 2.1.

This version comes with 2 major new additions, plus several small changes and performance improvements:

  1. Completely re-built tax system
  2. New "history" tab inside invoices for Content Statistics users.

The new tax system

This new tax system gives a new way of flexibility and usability regarding taxes. What's new?

  • When adding taxes individually on each item on the invoice, you can define which is the tax being applied
  • When applying invoice-global taxes, you can set the tax rate on each invoice. No more "adding a new tax for 10%, another for 20%", etc. Just one single tax, but any rate possible.
  • These two major modifications allow for a much improved Template system. You can show tax totals separetely, grouped by rate, grouped by tax type... anything you want.

Taxes on items

You can define which tax applies to each item, and its % value.

Invoice-global taxes

You can now apply different rates on global taxes, on different invoices. You can have global 21% VAT on one invoice, but 10% global VAT on another invoice

Taxes in the template

All these new additions can now be shown in the invoice template, which offers many more options and tokens for taxes. 

Many new tokens when creating the template...

See totals on the backend

All this new information is comprehensively shown in the backend. Now, if you show the tax in a column, it will show you the invoice-global tax, as well as the taxes in the items inside the invoice. Also you will have a nice dashboard for the taxes total. It doesn't matter how you apply the taxes on your invoice (globally or individually), the system will know it and show it to you.

History tab

This one is for our Content Statistics users. If you're not a Content Statistics yet, remember you can upgrade your subscription to include both Invoice Manager and Content Statistics!

We have added a new tab inside each invoice (edit mode) that will show you all the relevant information tracked by Content Statistics on that invoice! We have upgraded our Content Statistics - Invoice Manager integration plugin, which now can register up to 13 different activities made on an invoice.

No more wondering "who messed this up?" or "how many times have I sent this invoice?", or "has the user seen this invoice yet?". With Content Statistics you can now track all this information, and it will be displayed to you in a helpful new tab called "History", right within the invoice. These are the actions you can track:

  • Invoice viewed
  • Invoice created
  • Invoice edited
  • Invoice deleted
  • Invoice emailed to client
  • Invoice published
  • Invoice unpublished
  • Invoice status changed
  • Invoice exported to PDF
  • Payment paid on invoice
  • Quote accepted by client
  • Quote rejected by client