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ConstructionOnline Publish Notes for the Week of November 16



November 16, 2020 - UDA Technologies announced this week exciting new enhancements for both Contacts and Invoicing:

CONTACT TIMELINE

  • New Financial Features added to the Contact Timeline
    1. Invoices now accessible from Financials tab on the Contact Timeline.
      1. Invoice cards appear on the timeline for Contacts to which the Invoice is billed and for Contacts who created the Invoice.
      2. Invoice cards also indicate if an Invoice has been sent via email.
      3. Invoice cards also indicate the payment status of the Invoice.
      4. Invoice can be edited and deleted from the Contact Timeline. 
        1. Editing an Invoice updates all related Invoice cards
        2. Editing an Invoice title and total updates related Payment cards
          1. Editing an invoice to add unpaid balance removes the Invoice paid card and adds an Invoice due card
          2. Editing an invoice to remove unpaid balance removes the Invoice due card and adds an Invoice paid card
        3. Deleting an Invoice deletes all related Invoice cards & Payment cards
      5. Card Details
        1. Title Format: Invoice - Invoice Title
        2. Notes
        3. Project
        4. Created By
        5. Billed To
        6. Invoice Amount
        7. Due Date
        8. Status
        9. Invoice Balance
        10. Date Emailed
        11. Source
    2. Payments now accessible from Financials tab on the Contact Timeline
      1. Payment cards appear on the timeline of Contacts to which the Invoice is billed and for Contacts who entered the Payment. 
      2. Payment cards indicate the date of payment
      3. Payments can be edited and deleted from the Contact Timline
        1. Editing paid amount updates all related Invoice cards & Payment cards
        2. Editing a Payment to pay off the remaining balance of an Invoice removes the Invoice due card and adds an Invoice paid card
        3. Editing a Payment to pay less than the remaining balance of an Invoice removes the Invoice paid card and adds an Invoice due card
        4. Deleting a Payment updates all related Invoice cards & Payment cards
        5. If the Invoice is no longer paid off when the Payment is deleted then the Invoice paid card is replaced by an Invoice due card. 
      4. Card Details
        1. Title Format: Payment - Invoice Title
        2. Notes
        3. Project
        4. This Payment
        5. Invoice Balance

INVOICING

  • Invoicing now separates the Invoice table and the Payment table on two separate views accessed via a tab controller at the top right corner. The controls are the same as view controls similar to Daily Logging, Calendars, and other features that have multiple views.
    1. Locations
      1. Project Invoicing
      2. Company Overview Invoicing
    2. Views/Tabs
      1. Invoicing
        1. Invoicing Table - List of Invoices
        2. Actions related to Invoices
        3. Payments created from the invoicing table
      2. Payments
        1. Payment Table - List of invoice payments
        2. User can execute actions related to payments
          1. Edit - Opens payment modal
          2. Delete - Removes payment
          3. Print - User can print receipt for payment
        3. Payments are created from the invoicing table, not the payment table
        4. Payment totals are updated upon create/edit/delete
        5. Clicking on created or invoiced columns shows invoice details

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Topics: Publish Notes

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