The upgrade consists of five major new features:
- Request and track advance payments or deposits for work you do
- Generate and store credit notes
- Store invoices within Immigo
- Customise your invoice template
- Data feed into your accounting software
More details below!
Request and Track Advance Payments/Deposits
You can now indicate on the Company level which of your clients you expect to make an advance payment/deposit, and what percentage of your fees that deposit should be. Then, using the Preview Invoice function in a Case, generate a preview or pro-forma invoice which will request the percentage deposit indicated.
Once a deposit has been received, you can enter this into Immigo, which will record it. When you then generate your invoice, the deposit received in advance will be deducted from the balance due on the invoice. Simple!
Generate and Store Credit Notes
As well as preview invoices and invoices, you can now also generate credit notes. You can credit back any fee or any portion of any fee that you have invoiced. Check out the User Manual for more detailed instructions; but we think you’ll find the interface intuitive and easy to use.
Store Invoices within Immigo
From now on, all preview invoices, invoices and credit notes (see above) you generate are stored in Immigo, as Excel files and as PDFs. You can access these either from the Case on which they were generated or from the new Invoices tab on the billing Company profile.
Customise your Invoice Template
We will be glad to customise either the Excel or PDF templates on preview invoices, invoices and credit notes for you.
We can add your logo, address and banking details, of course, but we can also make the PDFs look just how you want them to.
If you want a specific data field to appear as a billing reference, that’s no problem! Or, say, you’d like your legal fees to appear in their own section above any government fees or miscellaneous costs – we can do that too. We can also make sure that the invoice numbers meet your needs – invoice numbers will always increase in increments of 1, to meet auditing requirements, but you can set the starting point and any prefix or suffix to be whatever you like.
Contact us to discuss the options available.
Data Feed into your Accounting Software
Immigo now provides a comprehensive invoicing and tracking solution but it will never be accounting software – you won’t be able to use it to generate your annual tax returns or P&L report, for example.
However, we do have an API (data feed) and will gladly talk with you about the possibilities of integration with your financial software.
There are several more new features with invoicing – including:
- Optionally remove fees from your invoices (but keep them in Immigo) so you can keep track of costs without necessarily passing them on to your client
- Enhanced invoice summary in the fees tab of every Case, showing totals invoiced and credited
- Link fees to more than one process in the fees library for greater flexibility
- New fee type! Surcharge fees self-calculate as a percentage of all other fees and can be used for disbursements such as credit card handling fees.
Training Webinar – & Call us if Questions!
We’re hosting a training webinar for this new feature on Thursday 10 March at 13.30GMT. If you’d like to join, please email firstname.lastname@example.org to reserve your space.
And, as always, we will be very happy to help with any questions at any time. Please let us know what you think!