Advanced tax features and document retrieval

Product Update: Introducing Advanced Tax Settings, Document Retrieval Updates and More…

In this month’s update: Choose which documents can be viewed on the mobile app Edit the Quantity and Unit Price column titles Set tax and payment terms for individual customers and jobs Automated accounting sync error reporting Document Retrieval settings: choose which invoices/estimates you see on your mobile device In the past, we’ve downloaded the most recent 500 invoices onto the mobile app. However, we’ve had a number of requests from customers who would like access to all of their invoices, or they want their team in the field to see current invoices only. To handle all of these requests, we have added a new setting called ‘Document Retrieval’. You can update this setting via the Manage Account website ( > Login > Settings. Your options are: Most Recent 500 (default) Last 1 Day Last 7 Days Last 30 Days Last 60 Days Last 90 Days Last 120 Days Last 365 Days Last 18 Months Last 2 Years All Documents Additionally, if you have team members, the Company Admin can now change the document retrieval settings so that users can view all invoices/estimates created by the company or just the ones that they’ve created Once logged into the Manage Account website, head to ‘Manage users’ on the left and click on the key icon next to a user to edit them. Here you’ll see the setting ‘View all company invoices’. If this is checked, then the user will see all invoices or estimates. If it’s not checked, then the user will only see their own invoices/estimates. Change the Quantity and Unit Price column titles on documents You can now customize the Unit Price and Quantity column headings on invoices and estimates. For example, instead of Unit Price, you can call this column ‘Hourly Rate’, and you can rename the Quantity heading to, ‘Hours Spent’. You can update this on the Manage Account website ( > Login > Settings. Set tax and payment terms for individual customers and jobs Note: For Plus and Biz users only We’ve updated the tax settings so that you can apply a default tax to a specific customer, job or location and also mark customers and jobs/locations as being ‘taxable’ or ‘non-taxable’. Previously, each customer and job/location would have the same default tax setting applied to them. If you work in places that have multiple tax rates, or you have customers with different tax rates, you’d need to change this every time you created an invoice. Now, if you edit a customer or job/location, you will see an ‘Advanced settings’ button. Click on this and you’ll be able to do the following: Mark a customer as Taxable or Non-Taxable Set a default tax rate for each customer and job/location Set a default payment term for each customer and job/location For a step-by-step guide on how to do this, check out our forum post on Advanced tax settings Automated Sync Error Reporting Note: For QuickBooks Online and Xero customers only We now get notified immediately if you get a sync error on QuickBooks Online or Xero. This means we’re able to start digging into the issue for you (if you haven’t been able to resolve it yourself) and either fix it on our end or send you instructions for fixing it yourself. This update will help us to provide you with a better customer service and improve the accounting sync.
Invoice ASAP Mobile App Working With Square Graphic

InvoiceASAP Now Accepts Payments via Square on Apple Devices!

We’re super pleased to announce that we’ve teamed up with our friends (and neighbors) at Square to make it even easier for you to take invoice payments. You’re now able to… Take swipe payments on your iOS mobile device (using their free Square Reader) Display Square as a payment option on invoices for web payments **Note:** Square as a payment option is only currently available within our iOS app. How to get set up – 4 easy steps 1. **Login to the InvoiceASAP Manage Account website**( > Login)  2. Select ‘My Payment Methods’  3. Create a Square Account OR Connect an existing Square Account Select Square from the drop down. If you don’t already have a Square account, click ‘Sign up for Square’. If you do have a Square account, hit ‘Save’ and you’ll be directed to a Square login page. Login to Square and follow the setup instructions on screen.  4. Install the latest InvoiceASAP iOS app Download the latest version of InvoiceASAP - available on the Apple App store. Unfortunately Square isn’t currently available on Android. **Once set up, Square will display as a payment option to customers when you send them invoices and take payments on your mobile.** For more detailed setup instructions, check out our forum article on How to Accept Payments with Square.