Working with the New Invoice Interface
Introduction to the New Invoice Design
We have introduced a redesigned invoice interface to provide a more intuitive and efficient experience. The new layout features a clear split-screen design, with a live preview pane on the right and a comprehensive editing area on the left.
How to Enable the New Interface
To start using the new design, look for a banner notification at the top of the main invoice page. Clicking this banner will guide you to the Labs section, where you can enable the new invoice feature.
Creating and Editing an Invoice
Entering Invoice Details
On the left-hand editing panel, you can input all relevant invoice information. This includes customer details, line items for products or services, and the final totals.
Using the Editing Toolbar
The toolbar provides quick access to add various elements to your invoice. Features like Late Fees, Tips, and Payment Schedules remain fully available and functional.
Quickly Adding Products
You can now rapidly add products by typing the product name directly into a line item field and pressing the Enter key. This allows for fast invoice creation without navigating through separate menus.
Previewing Your Invoice
As you make changes on the left, the preview panel on the right updates in real time. This lets you see exactly how the final invoice will appear to your customer.
Setting Up Recurring Invoices
When you add your first recurring product to an invoice, the system will automatically configure the invoice itself to be recurring.
Finalizing and Sending
Once you are satisfied with the invoice, carefully review the final preview. Click the Save button to finalize the invoice and send it to your customer.
Purpose of the Redesign
This updated interface was developed to streamline the entire invoicing workflow. The goal is to make the process of creating, editing, and reviewing invoices more straightforward and visually clear.