Invoicing Upgrade for LabStar Users

Written by Jeff Noles, posted September 18, 2014 • Blog, Business Advice, News, Release Updates

 

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