We updated Heeros PSA to a new version on Thursday 12.09.2024. Here's what was fixed and improved:
Scheduled Invoices from Sales Quotes
Say goodbye to one more manual task! 🎉 You can now create scheduled invoices directly from your sales quotes, with all the details automatically populated from the quote’s rows. Here’s how it works:
- Select the quote rows you want to schedule for invoicing.
- Customize the invoice details and choose the number of installments.
- Flexibility at its best: You can even break out individual quote rows into separate scheduled invoices for each installment!
Effortless, automated, and flexible—this new feature is designed to save you time and make invoicing a breeze!
More detailed information on how to use this new feature can be found here.
Default Notes for All Invoices
Tired of adding the same note to every invoice? The help is here! Now you can set a default note that automatically appears on all your invoices. Simply define your note in PSA’s invoicing settings, and it will be applied to every invoice with zero extra effort.
And don’t worry — you still have the flexibility to override the default note at the project level or edit it manually on individual invoices, whenever needed.
More detailed information on how to use this new feature can be found here.
Other Updates
Time tracking
- In some cases, hour entries got duplicated when moving them from one project to another – this has now been fixed.
Integrations
- The new decimal VAT percentage is now handled properly when sending expenses to Netvisor.
- Automatic project category dimension selection now works correctly, when Netvisor is active.
- Adding and editing a 0% VAT percentage now works correctly in the Heeros Sales and Purchase Invoice integration settings.