This release includes several improvements to ServiceTrade's invoicing feature.
"Line Item Type with Detail" Invoice Visibility Level
Recently ServiceTrade added the ability to control the amount of detail that your customers see on your invoices. With today's release, a new detail level is available: "Item Type with Detail".
This new visibility level strikes a balance between showing high-level pricing summaries by the type of items that you used (parts, material, labor, etc), while also showing some detail about the individual items that were used. Unit prices of individual items are not shown.
To select this visibility level, choose "Line Item Type with Detail" from the "Detail Level" dropdown menu while editing an invoice.
The line items on the resulting invoice that your customer sees will appear like this:
As with the other invoice visibility levels, you can choose "Line Item Type with Detail" as the default visibility level for all invoices created in your ServiceTrade account.
More Item Types
This release also includes the addition of several new item type classifications. You can select these item types when adding or editing an item on your item list.
There are now 10 available item types (newly added options highlighted in bold):
- General Conditions
If you do not wish to use all of these item types, you may enable/disable individual item types in your ServiceTrade account by going to your Account Settings page and unchecking the item types that you do not wish to use in the "Item Types" section.
Only item types that are enabled here will be available for your users when creating and editing items.
More Brand Information on Invoices
With this release, more information about your company's brand will appear on your invoices.
If your brand has a web site, that web site address will appear (as a clickable link) on the invoice that your customer sees.
If your brand has additional details, those details also appear on the invoice that your customer sees. This is useful if, for instance, you are required to present your company's certification number or other licensing information in documents that you send your customer, or if you wish to include your brand promise on your invoices.