Hey guys,

I send my invoices manually, so not through the Cashboard app. Is there a way to mark an invoice as being sent, without sending it through the system? Am I missing something, or is it just not possible currently?

Thanks
Adam

It’s not possible currently, which I admit, sucks for your workflow.

Are you printing PDFs and mailing them, or downloading the PDF and emailing it yourself?

After our server move and a round of thorough testing the next thing on my plate is to add snail-mail. I’ll be looking at this situation at the same time.

Currently I am downloading the PDF’s and emailing them myself. The ugly workaround i found last night was to send the pdf to myself only, and it then marked the invoice as sent (but then lists in the records as only sending to myself too..)

Its only a minor thing, thanks for putting it on your list Seth!

Odd – any reason you’re doing this instead of sending through the system?

Im not giving clients access to the system, so I download the pdf and put some relevent info like the project resolution in the email with the pdf attached and send it through. Unless I am able to edit what that email looks like that is sent out? I couldn’t see a way to edit how it looks, just saw that you could add a note.

Interesting…always nice to know how people are using the system.

There’s no way to edit the outgoing emails in Cashboard at the present time. (Not planned anytime soon either.)

Seth,

I, too, send out Invoices manually (my clients get a little put off with the implied obligation to log into something). I know you are probably wanting to increase exposure this way, but perhaps on the paying accounts, you could provide an option to toggle sent invoices manually.

Awesome product, by the way.

Dan Walter

error411, thanks…and yes – that is part of it. Right now we don’t advertise at all – Cashboard has just grown from positive reviews and word of mouth. A large part of that I’d suspect is the exposure we get with clients logging in.

However, as mentioned I think manual sending is a big omission on our part, and will be addressed.

Thanks for taking the time to reply Seth.

I look forward to seeing what’s next.

I’d like to add a vote for snail mail option. I like to mail a hard copy to my clients because I’ve found it’s less likely to get overlooked, especially as some of my clients just don’t use email much and aren’t used to paying bills that way. I can also hand-write a simple “Thanks for your business” as a personal touch.

Thanks!

Just added a checkbox on the Invoice “details” panel that allows you to mark invoices manually sent.

http://twitter.com/cashboard/statuses/776677236

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http://info.getcashboard.com/topics/ui-spring-cleaning