September 2022 Update

September 2022 Update

08.09.2022


  1. Customize Invoice Numbers

We added a feature that will let you Customize Invoice Numbers.
For the feature to work you will have to adjust the Custom transaction numbers setting in your QuickBooks Online.
Open your QuickBooks Online, 
  1. Go to "Settings" ⚙ and select "Account and settings"
  2. Select Sales
  3. In "Sales form content" select "Edit ✎"
  4. Turn "Custom transaction numbers" ON
  5. Select "Save", then select "Done".
After you have turned the "Custom transaction numbers" setting on you will see a new field when creating an Invoice in Matter365: 
The "Invoice number" field will let you customize Invoice numbers to your preferences:



If you have entered an Invoice number that already exists you will see this message: 


    • Related Articles

    • September 2023 Update

      05.09.2023 Invoices page updates You will now see a confirmation message when Syncing an invoice to QuickBooks Online or sending the invoice to the customer. You can Confirm or Cancel the action: 20.09.2023 Time Tracking Start and End Time You can ...

    • September 2020 Update

      07.09.2020 Accessing client's Contact Details from the matter dashboard. Now you can easily access your client's Contact details by clicking on their name in the Matter dashboard. By clicking on Contact Details you will be re-directed to their ...

    • January 2023 Update

      30.01.2023 Timer update From now on, when you click the reset button on the Timer you will get a pop-up window asking you to Confirm (or Cancel) the Timer reset:

    • April 2022 Update

      07.04.2022 Mass email storage Our new update will let you store multiple emails at the same time. We have also added an option to rename the emails and select the folder in which they will be stored. Click on "Store Emails" and then select the emails ...

    • February 2020 Update

      06.02.2020. Fixed the issue with email validation while importing contacts with capital letters as part of their email address. The fix is provided for both Office 365 import and Excel template import.