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Functions, News, Tools

Billdu Timeline – list of major events for each invoice

We at Billdu always strive to come up with new features and improvements. Our approach has yet again resulted in the creation and implementation of a brand new function to Billdu’s website. Newcomers and veteran users alike, are you ready? Read on for a detailed breakdown of Billdu’s new update – The Timeline.

The Timeline

Wouldn’t it be nice to have a detailed, chronological overview of every action you took in regards to your invoices and other documents? When was a document created, when it was sent and to whom, did the client open it after receiving? All these questions can now be answered directly in your Billdu account by opening up any given document and checking out the History section in the bottom part of the page.

There, you will find a timeline consisting of all the events that transpired with this specific document. For instance not only are you able to see when the invoice was sent but when it was received and opened by the client as well. Every event is followed by a date, an icon for quick recognition and a text description.

 

So many events!

For a clear understanding of the Timeline function, let’s break down a complete list of all the events that are being tracked and which can be later viewed by a user anytime:

 

Invoice

7 Invoice was created by (Name)
5 Invoice was sent to  (email address)
3 Invoice was opened by (email address)
2 Due date exceeded
4  (Name) added a payment of (amount)
8  (Name) removed a payment of (amount)
9 Delivery note (document No.) was created from this invoice by (Name)
9 Credit note (document No.) was created from this invoice by (Name)
1 Reminder (number 1 – 4) was sent to (email address)
7 Created from (document No.) by (Name)

 

 

Proforma-Invoice

Please note that a proforma-invoice is not yet available in all countries but it will be released soon for both mobile app and webpage.

7 Proforma-Invoice was created by (Name)
5 Proforma-Invoice was sent to  (email address)
3 Proforma invoice was opened by recipient (email address)
4 (Name) added a payment of (amount)
8 (Name) removed a payment of (amount)
9 Invoice (document No.) was created from this document by (Name)
7 Created from (document No.) by (Name)

 

 

Estimate/Quote

7 Estimate was created by (Name)
5 Estimate was sent to (email address)
3 Estimate was opened by recipient (email address)
2 Estimate is no more valid
9 Proforma invoice (document No.) was created from this document by (Name)
9 Invoice (document No.) was created from this document by (Name)

 

 

Purchase order

7 Order was created by (Name)
5 Order was sent to (email address)
3 Order was opened by recipient (email address)
2 Purchase order is valid no more
9 PProforma invoice (document No.) was created from this document by (Name)
9 Invoice (document No.) was created from this document by (Name)

 

 

Credit note

7 Credit note was created by (Name)
5 Credit note was sent to (email address)
3 Credit note was opened by (email address)
7 Created from invoice No. (document No.) by (Name)

 

 

As you can see, there’s a lot to keep track of. Now you don’t have to burden yourself with it because Billdu’s Timeline will do it for you. Our developers have further plans for the Timeline function and would very much appreciate any kind of feedback you could give us. Is someone missing from the Timeline? Do you have ideas for new Events that could be tracked? If so, do not hesitate to contact us – send us an email or leave a comment below.

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