Payments, credits, and deposit UI update

June 6th, 2007

Working with payments and client deposits just got a whole lot easier inside Cashboard.

We just pushed a major update to the system which helps in a few different ways.

Previously, if you had accepted a payment before invoicing your client the Account Balance screen would show a negative amount. Check out the fresh look, which lets you know if your clients owe you money, or you owe them some work.

Account Balance Screen

Applying payments to invoices and marking them paid wasn’t too well thought out before. We’ve revisited the situation and have made it dead simple to apply client payments to invoices.

Apply Payment Screen

The final great change with this update…Your invoices now act like receipts when they’re fully paid! Your clients may download the PDF or print out a copy for their records.

2 Responses to “Payments, credits, and deposit UI update”

  1. Seth Says:

    Whoops, there was one small bug that has since been fixed when this was rolled out.

    Proceed ;)

  2. Alan Says:

    Still only testing (testing, 123) with the free account, but I have to say that so far I am very impressed indeed and suspect I am going to be converting to a paying client soon.

    Great work. Thanks,

    -Alan

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