Some of our best ideas for system improvements and enhancements have come from AdvicePay users (we're pretty proud of that!) and today's feature release isn't any different. Based on feedback from our users, we have been able to make our invoices page even more powerful!
Get all the details from Mary Moore, Product Owner.
Have you ever wanted to view all invoices from one-time invoices and subscription payments in one place? Well now you can! This new feature allows you to easily view and pull up all payments from a single client, regardless if it was a subscription or one-time invoice.
Now that you are able to view all invoice data in one place, we wanted to make the page even more intuitive. We have added the ability for you to filter out invoices based on the information you want to see. For example, you can filter invoices by status of payment, client names, and more!
If that wasn't enough, we have also added the ability for you export those data results to a CSV, or you can download the invoice in a PDF format to keep for your records.
Check out our full HelpDesk article.
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