December 2023
What's in this article?
These updates are rolling out gradually, so if you don't see them yet, hang tight - they'll be in your account soon!
Proposals: Tailor Auto-Billing Start Times for Each Service in Your Proposals
Enhancing our recent feature, you now can set the specific start time for automatic billing for each service in your proposals, giving you even more control over your billing process.
This new level of customization ensures billing aligns with your service delivery, improving cash flow management and avoiding unexpected charges.
When drafting a proposal, simply decide if you want to bill each service upfront or at the end of the billing cycle. Then, select the start time from our intuitive 'Automatic Billing' dropdown menu, adapting effortlessly to your business rhythm.
End-of-Cycle Billing Options:
Starts from the Next Billing Date: Invoices are issued starting from the next scheduled billing date after the agreement becomes effective.
Is Paused Until Resumed: Billing is paused until you manually initiate automatic billing.
Upfront Billing Choices:
Starts from the Next Billing Date: Billing starts from the next scheduled date after the agreement becomes effective.
Starts When the Agreement Takes Effect: Immediate billing on the agreement's effective date, followed by regular invoices from the next billing cycle.
Is Paused Until Resumed: Billing is paused until you manually initiate automatic billing.
Create an Additional Account with Ease
We've listened to your feedback and made it even simpler to expand your operations.
Set up an additional business entity within Anchor in just a few clicks using the 'Create additional account' button, conveniently located under your business name on the top bar.
Agreement View: Better Visibility of Changes
The agreement view has been enhanced to provide a clearer view of modifications that require approval, resulting in a simpler amendment process.
Filtering Enhancements: By Service Name and QBO Sync Status
Our filtering capabilities just got a serious upgrade. Quickly locate specific agreements by service name and keep your financials in check with filters based on QuickBooks Online sync status – synced, unsynced, or sync failed.
In Agreements;
Click 'Add filter'
Choose 'Service name'
In Invoices (Coming soon);
Click 'Invoice sync'
Choose between - all, Synced, Not synced
Agreements: Edit Amendments Approval Method and Notice Period
For amendments, you can now choose between manual and automatic approval, adjusting the notice period accordingly.
To edit the amendments approval method:
Find the agreement you'd like to edit > click edit
Scroll down to the Agreement terms section
Tick the 'Enable amendment auto-approval with notice period' checkbox
Proposals: Send Proposals in Bulk
Get your pending proposals sent with just a few clicks!
In Drafts:
Select the proposals that are ready to be sent
Click 'Bulk actions' > Send proposals
