Feature Friday - July 12th: Manual Bill Run and Enhanced Invoice Transparency

Happy Friday! We hope you’ve had a fantastic week. We’ve got some exciting updates that will elevate your experience with our platform even further. Let’s explore! 

Improve Your Bill Run with Revenue Account Filters  

Admins can now filter memberships and fees by revenue account when doing manual bill runs. This functionality offers numerous benefits: 

Simplified Reconciliation

Enhanced Financial Analysis

Separate Invoices for Different Types of Services

To apply this in our platform:

1. Go to Billing/Invoices.

2. Click on the BillRun button and start the manual bill run process.

3. Set an issue date, due date, and filter the memberships and fees by revenue account. 

4. Choose one or multiple accounts, or leave it empty to create invoices for all uninvoiced memberships and fees.

5. Preview and generate the invoices.

Enhanced Invoice Transparency with Allocations

We're thrilled to share that we’ve upgraded the invoice PDF template to include detailed information about allocated credit notes and invoices, providing enhanced visibility for your members.

We’ve introduced two new properties as it follows: 

Allocations: This property lists all allocated documents with their documentType, label and amount details in a clear, currency-free format.

Total Allocations: This property summarizes the total amount credited across all allocations on the invoice.

So, are these new properties automatically applied to all invoice PDFs?

In fact, yes! These enhancements are automatically applied to all invoice PDFs using the default invoice template unless the template has been customized under Settings > Templates > Invoices.

What if I’m using a custom invoice template?

To incorporate these features into your custom invoice template:

1. Navigate to Settings > Templates > Invoices.

2. Open your invoice template for editing.

3. Use the totalAllocations property to display allocation amounts, or iterate through the allocations for detailed information

For further assistance or more information, please do not hesitate to contact our support team at support@officernd.com

We hope you enjoy these new product updates and wish you a great weekend ahead. We look forward to your feedback and stay tuned for more exciting features!