ConstructionOnline Publish Notes for the Week of September 28, 2020

September 30, 2020 - UDA Technologies released stand alone Invoicing for ConstructionOnline. Key components of ConstructionOnline Invoicing include: 

• Company Users can create Project Invoices for Estimates & Approved Change Orders:

  1. 1. 1. Invoice with the same level of detail as the Estimate/Change Order
        2. Invoice for some or all of the items on the estimate
        3. Create multiple invoices for various categories, subcategories, & items and these invoices can be billed to different individuals
        4. Specify how much they wish to bill for each category, subcategory, and/or item 
        5. Create invoices in draft or open status

• Powerful management & tracking of Invoices with comprehensive Invoice Details:

  1. 1. 1. Financial Data, including Invoice Total, Paid to Date, Outstanding
        2. Client Billing information, automatically populated from the user’s contact list
        3. Invoice Status, provides maximum transparency and accountability
        4. Defined actions/commands that can be clearly executed - 
           1. Edit Invoice
           2. Send via Email
           3. Record Payment
           4. Print Invoice
           5. Delete Invoice

• Email invoices directly to client and/or additional contacts

  1. 1. 1. Email invoices include the client’s branding and a link to download the PDF version of the invoice

• Payment Records, quick & easy to enter for immediate project updates

  1. 1. 1. Payment records populate in a detailed table for each individual invoice
        2. User can record payments with the same level of detail as present in the invoice

• New Invoicing Dashboard which delivers easily accessible overviews of invoicing data, including outstanding invoices v. payments received. Views included on the Invoicing Dashboard include

  1. 1. 1. Invoiced to Date: Sum of all active Invoices
        2. Total Payment Received: Sum of all payments made to active invoices
        3. Outstanding Balance: Difference between sum of active invoices & sum of all payments

• Easy-to-Read table view displays Invoice Details

  1. 1. 1. Each row displays critical invoice details such as type, due date, payment status, and payment information
        2. All invoices are numbered with a reference ID that is unique to each invoice and is used to identify the Invoice if it is sent to QBO
        3. Action columns provide clear next steps for processing invoices from start to finish

• Streamlined integration between ConstructionOnline Invoicing & QuickBooks Online

  1. 1. 1. Option to send Invoices to QBO included in Invoice creation workflow
        2. Invoices sent to QBO use the Invoice Reference ID as the invoice number and unique identifier.