There have been a myriad of Invoice feature requests and questions since launching Cashboard. This evening we’ve pushed a design overhaul which takes care of the major issues people have had up until now.

Here’s a rundown of what’s changed.

Edit your invoice on one page

The biggest change you’ll notice right off the bat is that the Invoice Details screen is gone. We’ve combined it with the Items and Payments screen to form the new Invoice Worksheet, as shown below.

I can’t recall the amount of questions I’ve gotten along the lines of “how do I change my invoice number?”, or “how do I show time entries on my invoice?”. It took me awhile to figure out that most of these questions were caused by people not ever visiting the Details screen.

Longtime Cashboard customers will also notice some things have been shifted around, such as importing Basecamp time, or items from a project. These UI changes fall in line with our recent Timesheet updates, and we believe simplify the UI and reduce a lot of the clutter that was creeping into the invoice screen.

More flexible taxes

Tax per-item

Individual invoice items can now be included in tax calculations or not. Just select the “Tax?” checkbox on a per item basis.

Proper GST / PST support

We’ve also added in an additional tax, “Tax 2” which the Canadians in the audience will love. You can select if the tax is applied to the total as a sales tax, or the total plus sales tax, to properly support PST.

We’ve left this as generic as possible so you can set it up depending on what province you live in.

Custom Company Fields

Finally, a lot of you have been asking for additional fields for Companies, so that you can store things like VAT numbers, additional WWW urls, etc.

We’ve added three custom fields per-company, which can be referenced from your invoice or estimate templates.

As always, questions and comments are welcome. I hope you find the new changes as useful as we do.