We spent a lot of the summer working "under the hood" on invoice creation and management to give LabStar users more flexibility in how they run their businesses. Some highlights include:
Invoices:
- New basic invoice layout with new header and logo placement
- New basic invoice footer with barcode and 3” x 2” tear-off mailing label
- Assign which billing items are non-discountable items (alloys, parts, etc.)
- Assign up to 2 different taxes to individual billing items and materials
- 2 customizable fields on invoice include case due date, invoice due date, invoice terms, manufacturer, pan #, received date, and shipped date
- Consolidated invoices revert back to original invoice dates when unconsolidated
- FDA-compliant materials tracking
- Regenerate PDF for individual invoices
- Add billable materials prior to invoicing
- QB sync tool updated with new tax settings
- Admins, technicians, and accountants can add materials
Invoice popup:
- New overall design—easier to read case summary information and add additional billing items
- Discounted prices have cross-out showing exact discount amount
- New “item-based” discount column for precise price adjustments
- Add billable materials to invoices with instant search dropdown
- View and enter case notes
- Set and update case flags
- Option to set/change invoice date on popup
- Include materials information on invoice
- Clearer presentation of discounts, taxes, shipping & handling
- Precise tax amounts for each item displayed
- Prevents users from creating invoice with alloy quantity of $0
