Topic: Announcements / Sending Estimates / Invoices to individuals, not companies

Some of my clients are artists and it would be nice to treat them as individuals. And occasionally I find myself doing a small piece of work for an individual at a client company: it would be good to be able to invoice them (and be paid) on-line.

Topic: Random / A random design thought...

Good move: it’s really intuitive to have the second level navigation in a vertical panel. And it having the Cash overview (or whatever other key information there is on a particular page) in the panel: it doesn’t take up any more space.

What a great app: Cashboard simply goes on getting better.
John

Topic: Feature Requests / Client logins require passwords or not?

Comments screen
that’s brilliant Seth, thanks for enabling this so promptly.

Logins/Passwords
Is there an option using randomly generated unique URLs [http://user.cashboardapp.com/something_random] included in email advice of new invoice; then client simply clicks link. User admins might need the ability generate new random URL retiring previous one … just thinking aloud.

Topic: Feature Requests / Client logins require passwords or not?

Client invoices can be sensitive (they show rates, which vary from client to client, turnover history etc) and I think clients would expect to use a password to login. Would this be optional?

On a related topic, when you log-out there is a Have any comments about Cashboard? screen. This is a good idea both for you and your users but I am concerned that some of my clients might use this screen to direct a comment or query to me and I wouldn’t know. Could comments to copied to us?

Cashboard gets better and better Seth and I get great feedback from my clients.

Topic: Liquid Templates / Paper size

Hello,

I’m new to Cashboard and the forum.

Paper size is important! I’m UK based and need to format as A4. I’ve followed up this link and got an A4 multi-page format working nicely (my code could no doubt be improved on) this is what I’ve added to css_document [in Document Templates under Settings] after the body tag definition (thought it might avoid the need to specify font etc. but it didn’t) :

@page { 
   size: a4;
   margin: 2cm 1cm 1.5cm;

     @top-left { 
     font-family: 'Verdana', 'Arial', sans-serif;
     font-size: 12px; margin-left: 0.7cm;
     content: "Continuation page "counter(page); 
     }

     @bottom-left { 
     font-family: 'Verdana', 'Arial', sans-serif;
     font-size: 12px; margin-left: 0.7cm; margin-bottom: 1cm;
     content: "Page " counter(page) " of " counter(pages);
     }
   }

@page:first { 
   size: a4;
   margin-top: 0.5cm;
     @top-left { content: normal }
}

Header and footer are self-explanatory (the header content is probably over the top for my layout but wanted to see how it would look/work. And I’ve defined a different first page header with no content and a smaller top margin. This is a neat way of producing nice A4 PDF invoices.

Now to see how to change the green italic figures on the invoice template ….

Cashboard looks really great: I’m so glad I found the app.
John