Sending documents streamlined

Posted by Wes Hooper on 10th August 2011 in Updates

We've just updated how Moobiz sends the business documents it creates, such as invoices and cost proposals.

PDFs sent as standard

For some time now we've had the option to include a PDF version as an attachment when sending invoices and cost proposals. These are now always attached, no more ticking a box every time. Plus we've done the same for credit notes, statements and purchase orders.

Consistent sender

Previously, some documents were sent from the email address of whoever pressed the Send button, but the proposal or invoice included the contact details of the document author. This could be confusing so we now consistently send documents from the email address of whoever created it in the first place. Automated statements are always sent from the account owner.

Sender always gets a copy

We've removed the option to 'send me a copy' and now simply always send a copy (cc) to the document author. It's handy to get a copy as a reassurance it's been sent and for your records.

When did I send it?

When and to whom you last sent an invoice has always been displayed. We now do the same for all other documents.

Before and after

We hope you find the improvements useful, before and after screenshots are below!