Hide the Price of One Item on a Quote

If you don’t want £0.00 appearing on the PDF or don’t want to list a breakdown of item prices you can now select an individual item on the quote, click on its mini-menu and select ‘Hide Price on Quote’.

Hide Price on Quote

The price for that item will be shown blank on the quote PDF:

HiddenPrices2.PNG

Note: If you don’t want to list any of your item prices as a matter of course, it would be better over the long run to create a template with the item price tag deleted.

Jump to an Invoice in QuickBooks or Xero from the Quikflw Invoice

Once you have a sales invoice exported into either Xero or QuickBooks you can now open that directly from Quikflw.

On the invoices’ list screen you click on the QuickBooks or Xero icon. This opens the invoice in the accounts software in another browser tab.

Xero

XeroLing

QuickBooks

LinkQB

If you can’t see the column, go to the Cog -> Invoice Settings -> Show/Hide Search Columns and make sure that ‘Link to Invoice in Accounts Software’ is set to ‘Show’.

You can also open it from the invoice edit screen using the QuickBooks or Xero icon.

qb Edit

If you can’t see the icon, make sure you click on ‘Show More Settings’. The icon will not appear if the invoice has not been exported.

Assign an Account Manager to a Customer

You can now assign one of your staff to a customer as their Account Manager. This can be for a company or a contact (i.e. a private customer) and done in the company or contact edit screen.

At the moment a quote does not default to the account manager but we are keen to hear from you whether this should happen or not.

 

Quickly Create Part (or Percentage) Invoices

Quickly create an invoice that is the % value of a quote or job. If you sometimes invoice just the part value of a quote or job/project/event Quikflw now makes it very easy to do.

On the quote or job click on ‘Create Invoice’ and select ‘Part Invoice’. Enter the percentage you want to invoice and click on ‘Invoice’.

Part Invoic

The invoice created will just have one line, with the description:

x% of £Total from Quote123

(e.g. 40% of £180 from NEW10238-1).

If you import this to your accounts package it will not have the line item details that were in the original quote or job and ideally, the nominal code for the items should all be the same.

When the invoice’s status has been changed to something other than Draft or Cancelled, its value will be recognised by the quote or job it was created by. This means when you are ready to create a second invoice, you can click on ‘Invoice Remaining’ and the system will calculate what is left to invoice and use that figure to create the completing invoice.

 

 

 

 

New: Immediately see Linked Quotes, Jobs, PO’s, Delivery Notes & Invoices

Icons

On each screen (in the pipeline view), there are now icons on each item to represent linked documents. For example, on a job, you will see a ‘Q’ icon to represent the linked quote, a ‘P’ icon for any linked purchase orders and an ‘I’ icon for any linked invoices. If there are no icons, then these documents haven’t been created or linked!

Hover over the icon to see the linked document number(s). Click on a document number to open it.

New: Visually Track PO’s

PO GANTT

On the Purchase Orders screen, you can now see when your PO’s are due on a GANTT style view. This makes it much easier to visualize your deliveries, and if you sort by the Job/Sales Order number you can quickly see what is happening for that job.

Also, deliveries can be dragged and dropped here to a new delivery date.

 

 

 

New: Photos can be Added to a Quote (without having to be in a section)

Previously, you could add images, such as photos from your phone, to a quote or job by adding them to a section. In order to give you more freedom with your images on the PDF, we have added functionality that allows you to add them to the general quote or job. This is especially useful if you want to take a photo that is to be used for the whole quote or job, e.g.:

Quote with large images

To get started you will need to update your templates to include the new image tags, which are Image1, Image2, Image3, Image4, and Image5:

ImagesTable

Please note they must be inside their own table, even if it has only one cell, as above.

You are then ready to add images to the quote or job, by clicking on the ‘Images’ button.