November 2023 - Major Upgrades To Monthly Automatic Billing
View, edit & report on upcoming monthly invoices (add parts in advance), change auto-invoice date, edit individual due dates + more
Auto-email customers when their route day changes, auto-follow up on past due invoices, auto-follow up on quotes and more!
View, edit & report on upcoming monthly invoices (add parts in advance), change auto-invoice date, edit individual due dates + more
Create, edit & send invoices in app, advanced filters on Customers page, hide service dates on invoices, new permissions, API updates + more
Bulk actions on invoices, direct customer import tool, Pool Brain logo removed from emails, precise control of QuickBooks Online customer linking &...