Following on from a recent survey from Sliptree users, the defining feature missing from making our users daily business grind even easier was the function to create estimates and convert them into invoices. Well, the team are thrilled to announce here it is!
The estimates functions are related to existing Sliptree invoices. Yet, estimates do not contain due dates, late fee rates and bank account details that are vital when sending invoices for payment. From the feedback received you told the team that when dealing with potential clients it is imperative that this information is listed when conducting your client negotiations. So we thought to ourselves, right, let’s get this sorted.
Now within your estimates lists you can view and change the status of your estimates, paving the way for a clearer overview of your business. More importantly you can convert your successful estimates to draft invoices with a simple click.
Additionally the team took a look at the ‘Save’ button, wondering whether we could streamline this process even further. Now within both invoices and estimates, there are several further options available to you. Either save as before, or using the dropdown box you can download, copy, send, or within estimates – convert the current estimate to an invoice.
Here’s a recap:
Estimates now contains due dates, late payment fees, bank account details
Convert estimates to invoices in a simple click
‘Save’ button now contains a dropdown box streamlining your estimates and invoices
To start using the new features simply go to Estimates > +New Estimate > enter relevant details > hit the ‘Save’ button or drop down next to it
It’s that straightforward!
See a feature not listed? Then let me know, I want to hear from you and I personally reply to every email: email@example.com