ServiceM8’s invoicing functionality is something you depend on every day to get invoices out fast, ensure you get paid, and push to your accounting software for reconciliation. So, the Invoicing tab of the Online Dashboard’s been improved to make these workflows faster & easier.

‍

‍

Search

You can now search the Invoicing tab to find the job you're looking for, fast. Search by client, job number or purchase order.

‍

Add New Columns

You can now add the new Purchase Order, Address, Category & Invoice Due Date to get more info at a glance.

‍

See Overdue

With the Due Date column active, overdue invoices show in red text to draw your attention.

‍

Click & Action Faster

You can now click an invoice line item anywhere along its row (not just the checkbox), so you can action it faster.

‍

Right-Click to Action

You can now right-click an invoice line for quick ‘Approve’ & ‘Mark as Sent’ actions.

‍

Filter Overdue

A handy invoice search term — type ‘is:overdue’ to search and filter all overdue invoices. You can then bulk-select and action!

‍

Filter Unsent

Type ‘is:unsent’ to search and filter all invoices which haven’t been marked as sent.

‍

Bulk Select

To save bulk time sending, following up & approving invoices, you can now bulk select all visible invoices, then action!

‍

Set Default Income Account

Set a default income account to save time when approving invoices containing new items. See Settings > Preferences > Invoicing. Learn how.

‍

‍

‍

How to upgrade to ServiceM8 11

The latest ServiceM8 app for iPhone/iPad is now available to download on the App Store. Updates to the Online Dashboard are rolling out — if you haven't been auto-updated yet, you can activate ServiceM8 11 via the green banner in Settings.