Announcing invoice tool updates: data export, online payment, PDF invoices, templates, more

Laura Calvo Valdivielso wrote:

In case you didn't noticed it, Jason, I'd like to add another string to list of localizables. It is the "tax ID name" in the freelancer's details box. In my case (Spain) it reads only as "VAT", whereas I need it to read as "NIF" (=Número de Identificación Fiscal).
Besides that, it's a fantastatic tool, Jason! I'll most probably adopt it soon. Many thanks.

Marcelle Bethancourt wrote:
This new invoicing tool seems quite good to me; however I have a comment: Most of the time I charge in days for interpretation jobs, however the word "day(s)" does not appear under "unit".

Besides, I understand that this invoicing tool is meant to be sent as an attachment and cannot be sent directly to the client's e-mail, right?

Kimberly De Haan wrote:

I've been looking at the tool and would love to try it.
However, since all my invoices need to be in French or Italian, I wanted to create custom templates. I've been looking and looking, but just can't figure out how to do this. Are there any step-by-step instructions anywhere to walk us through the creation process?
I may be just not computer literate enough, but I need help.

Thanks

Rick Janssen wrote:
One more thing (well OK, two): Would it be possible to edit the subject line of the invoice email as well? It now says "Invoice XXX from [company name]", but I would like to be able to change this to Dutch as well.
Same question for the file name of the PDF. I understand this is generated automatically, but is there any way I can change this?

casey wrote:
Thanks for updating the way that the decimals work with yen. Still, I would like to keep the commas in the numbers. For example, 3000 yen should be 3,000 yen. To me it just makes it easier to read.

Alexander Parkhomov wrote:
One dream (fantasy) - if it is possible make an agreement between Moneybookers and PayPal and Prozcom. It could increase number of customers for them, add some money for Proz.com, and no need to create invoice twice. Probably it is unsafe to create a line with Moneybookers account (E-mail).
In any case it is splendid work.
Alexander

Damijan Jamsek wrote:
When you created the new online invoicing tool, I was excited at first. However, to make the tool really useful (at least to me), it should have the following features incorporated:

- Keeping record of projects at they go, with customizable fields (My project history is not OK for this purpose because it forces me to enter irrelevant data. I need something more straightforward).

- Automatic creation of invoices based on that project list.

At present, the new invoicing system (otherwise a great tool) forces me to still build the list in Excel, and then (at invoice creation time), I have to copy-paste it into the invoice. This greatly hinders the actual usefulness lf the whole system.

Currently, throughout the month, I keep record of projects done (customer, project name, PO number, words, rate, PM, …). Then, at invoicing time, I make a copy of the existing invoice for a particular client, replace due date and project contents (emphasis added), export to PDF and send it to client. At the same time I update my XLS list with the invoice number and due date.

Richard Stephen wrote:
I am very interested in using your online invoicing tool, however, in Germany the tax authorities require bills with a digital signature. Without such a feature I cannot use the system.

Laura Calvo Valdivielso wrote:
In case you didn't noticed it, Jason, I'd like to add another string to list of localizables. It is the "tax ID name" in the freelancer's details box. In my case (Spain) it reads only as "VAT", whereas I need it to read as "NIF" (=Número de Identificación Fiscal).
Besides that, it's a fantastatic tool, Jason! I'll most probably adopt it soon. Many thanks.

Doris Schoeller wrote:

I thought your invoice tool was quite a neat tool, until I realized that the word price when it has more than two digits, is rounded up to the nearest two digit amount, ie a wordprice of 0.135 rounds to 0.14 when saving the invoice.... which is no good!
Cheers Doris

Rick Janssen wrote:

It's quite easy, really.

- Go to http://www.proz.com/invoice/
- Click on 'Translate or customize invoice templates'
- Click on 'Create a new custom template'
- You can now edit your invoice. Just be sure not to change anything between && (like %invoice_num%), these fields are filled in automatically.
- Type in a template name at the top (like 'French' or 'Italian') and click 'Save template' at the bottom.

That's about it. Hope this helps.


[Bijgewerkt op 2009-02-13 16:17 GMT]

neilmac wrote:


So you can charge 13.5 cents a word? I wish I'd kept up my German instead of going for Spanish!
Seriously though, the issue Doris mentions is important, especially for large volume projects.

A question that just occurred to me is this: As this is an online service, what happens to the invoice information - is it secure and are archive copies stored somewhere with protected access?