Invotrak: The Online Invoicing Blog

Some pretty big changes in invotrak have just gone live, including two new features: partial payment support and automated notifications! In addition, a slew of minor bugs were fixed, and we’re trying some new ad placements.

Partial Payments
One of the most-requested features has been the support of partial payments for invoices. Often there are circumstances where a client will pay part of a total invoice at different times (say, a percentage up-front, and the rest upon delivery). Well, now invotrak supports this!

You’ll notice some visual changes with this new feature. Most notable is the new “Payments History” box shown when clicking on an invoice. This box highlights each of the payments received (if any) along with the date received. In addition, a “Remaining” line was added to highlight how much the client still owes after all payments have been applied.

In addition, the “Mark Invoice Paid” button no longer exists. It was replaced with a rectangular box called “Add Payment”. This allows you to easily add a payment to an invoice, while still making it easy to mark an invoice as paid. For instance, to mark the invoice as being completely paid, select the “Remainder” checkbox, then click Add Payment. Alternatively, to enter a single payment, uncheck the “Remainder” checkbox and enter the amount – then click Add Payment. You’ll notice the payment is applied to the invoice and the Remainder line is updated to reflect the new remaining amount (if any).

Notifications
The other new feature is Notifications, a simple way to stay on top of potentially late payments. The idea behind this is simple: we’re all human, and everyone forgets even the important details from time to time. So, invotak makes it a little easier with helpful reminders!

You can opt to send a friendly reminder to either yourself or your client when invotrak notices an invoice is about to become due (3 days in advance, to be exact). If the invoice hasn’t been paid at this time, an email is be sent reminding you/them that there’s an invoice waiting. To enable the feature, just click the appropriate checkbox on the Settings page.

And, as with everything in invotrak, these friendly reminders are just that: friendly. We won’t spam you or your clients, we won’t add any advertisements to these emails, and we won’t even make a mention of invotrak in any emails sent to your clients. You can click the example link next to each checkbox on the Settings page to see a sample of what the message will look like.

Other Updates
In addition to these two new features, a number of minor bugs have been fixed (most notably related to foreign currencies and number formats), which should improve the overall experience of the application. And finally, we’re trying out some new advertisement placements.

You’ll notice Google Ads are placed on the Invoices Listing page (on the right, at the bottom). We hope it’s not too intrusive, and please let us know what you think. As you know, we make invotrak free for everyone to use, with no restrictions, with the expectation that you’ll support us by visiting our sponsors. Thanks for the understanding.

As always, we rely on your input! Be sure to tell us what you think about the new features and what you’d like to see in the future. Thanks for using invotrak!

This entry was posted on Tuesday, November 20th, 2007 at 11:33 am and is filed under Invotrak News. You can leave a response, or trackback from your own site.