We’ve rolled out a series of improvements to invoices in RemOnline, making them more flexible, accessible, and easier to manage. Let’s dive into what’s new!

Managing invoices is now faster and more intuitive. When you select a client in an invoice, you will now see a list of their associated orders in the order search, helping you find relevant information more quickly.

You can also open linked orders directly from an invoice, streamlining navigation between financial records and work details.

Another improvement–you can duplicate invoices with a single click, eliminating the need for manual re-entry.

Editing invoices has also become more convenient with inline editing, allowing you to make quick adjustments to item quantities and prices without opening a separate dialog window.

Additionally, each invoice now has a unique URL, making it easier to share details with your colleagues when needed.

In addition to cash and cashless payment methods you can now use the third option–credit card.

To enable this payment method you need to go first to the Finance > Payments page and create at least one cashbox with payment method Credit card. Then this option will be available in invoices and all other payments for orders, sales, incomes and expenses.

If needed, use the step-by-step instructions on creating a new cashbox.

We have redesigned the Documents tab in client profiles to give you more control over which documents you can access. Now, you can decide which specific documents to view, making it easier to manage your records.

Furthermore, we have introduced new employee role permissions, allowing you to define whether users can access client and asset documents across all locations or only those they have access to. So if you have a network of service centers or stores, you can grant employees access to a customer's service history across all company locations through the customer or asset profile.

To enhance order tracking, we have introduced a new Invoice column in the order table and the ability to filter orders by invoice status.

Additionally, every time an invoice is created from order, this action will be logged in the order’s event feed providing you with clear history.

To help you manage invoices more efficiently, we’ve added the Issue Date column and filter to the invoice table, allowing you to track when invoices were created. Additionally, we’ve introduced a Due Date filter, making it easier to sort invoices based on payment deadlines.

Now, RemOnline accurately tracks when an invoice linked to an order, ticket, or job has been paid. This means that if you create an invoice for an order and mark it as Paid after receiving payment from the client, the system will no longer require payment when you try to close the related order.

Now, let’s look at a case where a client makes a prepayment for an order. If you then create an invoice and mark it as Paid, the full payment will be recorded for the invoice. However, when you attempt to close the order, RemOnline will prompt you to issue a refund for the prepayment.

The same logic applies to invoices linked to multiple orders, tickets, or jobs.

Use the following API improvements to extend your integration possibilities:

Use our API Documentation to implement new endpoints to your integrations.

These enhancements are designed to streamline invoice handling, improve order tracking, and give you more control over document access. If you have any questions or suggestions, please contact our Support team via chat.