International Translation Day 2017

Join ProZ.com/TV for a FREE event on September 26-27th celebrating International Translation Day! 50+ hours of content, Chat, Live Q&A & more. Join 1,000's of linguists from around the globe as ProZ.com/TV celebrates International Translation Day.

Click for Full Participation

A témához tartozó oldalak:   < [1 2 3 4 5 6 7 8 9] >
Improvements to the invoicing tool
Téma indítója: Jason Grimes

Olly Pekelharing  Identity Verified
Hollandia
Local time: 16:21
Tag (2009 óta)
holland - angol
another email address when sending invoices Oct 8, 2013

I'd like to use another email address when sending invoices.


I second that! This has been on many people's wishlist for ages.

Regards,

Olly


Direct link Reply with quote
 

Nitin Goyal  Identity Verified
India
Local time: 19:51
Tag (2007 óta)
pandzsábi - angol
+ ...
Currently, I just write the price information for quote in the email body Oct 15, 2013

Jason Grimes wrote:

Nitin Goyal wrote:
I was just wondering if it is at all possible for you to add a Quote feature within the Invoices tool.

I can currently send quotes through Proz.com for the advertised jobs only. It would be great if I could generate quotes (like invoices) for my regular clients too, whenever I get a request for a quote.


Hi Nitin,

Thanks for the suggestion. Others have also asked for a tool like this.

What do you use for creating quotes today? What do your quotes look like (i.e. what information do they include)? How do you track the quotes you have sent out?

Thanks,

Jason


Hi Jason

Currently, I write all rate information alongwith the proposed payment terms in the body of the email, the disadvantage is that this system is not organized as I am likely to forget my old quotes. If I can see all the information at one place on Proz.com, it would be great.

Basically it contains all the same information which we include in an invoice, so if the client approves my quote and assigns the job to me, it would be great if I can convert the same quote in an invoice by using a button.

Please let me know if I need to clarify my suggestion further.

Nitin Goyal


Direct link Reply with quote
 

Jason Grimes
Local time: 10:21
MUNKATÁRS
TÉMAINDÍTÓ
Added currency conversion to "sales by client" report Oct 17, 2013

Christopher & Rozilene Frye wrote:
It is very helpful that the total of invoices is converted into USD. Now if they could only do the same thing for "Sales by Client"...


The "sales by client" report now supports showing combined totals with amounts converted into a common currency.

Thanks for the suggestion.

Jason


Direct link Reply with quote
 

Jason Grimes
Local time: 10:21
MUNKATÁRS
TÉMAINDÍTÓ
Added support for changing the sender of invoicing emails Oct 18, 2013

Lars Johannessen wrote:
I'd like to use another email address when sending invoices. I'd like to separate invoicing related messages and translation messages.


It's now possible to specify a custom name and email address from which invoices (and other invoicing related emails) are sent. If you don't specify a custom email sender, the name and email address from your profile will continue to be used instead.

You can specify the email sender in the company information in your invoice settings.

Thanks for the suggestion!

Jason


Direct link Reply with quote
 

Partha Sarathi Satpathy  Identity Verified
India
Local time: 19:51
angol - hindi
+ ...
Primarily there are 2 type of clients Oct 19, 2013

Jason Grimes wrote:

Partha Sarathi Satpathy wrote:
Is it possible to enhance the Payment Reminder tool with a "Selective Payment Reminder" feature?


Hi Partha,

Thanks for the suggestion. What would this feature do exactly?

Thanks,

Jason


Hi Jason,

Primarily there are 2 type of clients
1. They generally pay on time and don't need a reminder.
2. They need reminder(s)

I want to send the Auto-Reminder to group 2 only.

Please advice


Direct link Reply with quote
 

John Fry  Identity Verified
Egyesült Államok
Local time: 08:21
Tag (2010 óta)
japán - angol
Rate column displays 6.5 as 7 when currency is JPY Oct 24, 2013

I just tried to make an invoice with JPY as the currency. I entered a line with Rate set to 6.5. It calculates the correct total in JPY, but in the actual invoice it displays the Rate as 7. Even though the total amount is correct, I don't want the client to think I'm charging 7 when I'm actually charging 6.5 JPY per source character. When I reset the currency to USD, it displays the Rate correctly as 6.5.

Direct link Reply with quote
 

Sophie Govaere McConnell  Identity Verified
Franciaország
Local time: 16:21
Tag (2008 óta)
angol - francia
Change of address Oct 25, 2013

Hi,

First of all, I'd like to thank you; since I've started using this tool, invoicing has become quick and painless for me.
I'd also like to contribute: I've just changed address and updated my profile. The new invoices, that I save under drafts until I send them, have been updated properly. However, the closed and already sent (open) invoices have been updated as well. I think there's an option missing here to give us the choice between updating all the invoices (in case it's just correcting a mistake or changing something minor) or only updating the new invoices (and the drafts) in case of a move.
Thanks for all the good work!
Best regards,

Sophie Mc Connell


Direct link Reply with quote
 

susan rose  Identity Verified
Egyesült Államok
Local time: 07:21
Tag (2011 óta)
német - angol
Where is the forum "Like" button? Oct 25, 2013

Dear Jason,
I REALLY appreciate the invoicing tool. I don't know what I would do without it. And I like all of the improvements you make. I especially like the multiple currencies addition, as I do work in multiple currencies. Thank you for all your work!


Direct link Reply with quote
 

Steve Sutcliffe  Identity Verified
Egyesült Királyság
Local time: 15:21
francia - angol
Different sizes of PDF export Nov 6, 2013

Hi Jason

I actually joined PROZ because of your invoicing system, which is much more translator friendly and cost-effective than any other system I could find

I just have one request which may or may not be easy to implement.

I have one client that has an online system that requires my invoices to be LETTER (US) size rather than A4. At the moment I have to download the A4 version and convert to LETTER. Maybe it would be possible to have the option to download the PDF as Letter size?

That's all!

Regards and thanks
Steve


Direct link Reply with quote
 

Lauren DeAre  Identity Verified
Egyesült Államok
Local time: 08:21
Tag (2007 óta)
spanyol - angol
Not exporting to PDF correctly Nov 6, 2013

Hi there,
As of this morning I am no longer able to use the "Export to PDF" function for invoices. The error message from Acrobat says that the file has been corrupted in the sending process. I've found a work around that works but I wonder what the problem may be? Firefox updated recently but I get the same message from Chrome and have tried a restart...


Direct link Reply with quote
 

Olly Pekelharing  Identity Verified
Hollandia
Local time: 16:21
Tag (2009 óta)
holland - angol
New feature request: add attachment Nov 11, 2013

Hi Jason,

I have another request if it's doable. I'd like to be able to add additional attachments alongside the invoice itself when sending email.

Regards,

Olly


Direct link Reply with quote
 

Nicolas Racine  Identity Verified
Local time: 10:21
angol - francia
Question about quotes Nov 12, 2013

Hello Jason,

I read your previous answer regarding using the actual system to send quote.

I created a quote template I created. The only problem I see is that I cannot save the quote as draft and create a PDF to send it because there is no "export to PDF" option for draft document (which is understandable since they're supposed to be draft).

Would it be possible to add the option?

What I do right now is create a job with the quote template, and delete it if it is not accepted, however, this creates problems with invoice numbering.

Thanks!


Direct link Reply with quote
 

Olly Pekelharing  Identity Verified
Hollandia
Local time: 16:21
Tag (2009 óta)
holland - angol
Small issue: day of the week missing Nov 15, 2013

I noticed that the days of the week are no longer displayed when selecting dates from the dropdown menu, which is a wee bit of a pity.

Regards,

Olly


Direct link Reply with quote
 

François-Xavier Pâque
Belgium
Local time: 16:21
Tag (2010 óta)
orosz - francia
+ ...
Client export Dec 30, 2013

Dear Jason,

Maybe I am wrong, but I can't find a way to export clients in els or csc past page 1, or all together.

This is needed for many reasons, especially in the end of year


Direct link Reply with quote
 

Maja Walczak
Lengyelország
Local time: 16:21
Tag (2012 óta)
angol - lengyel
+ ...
Polish Jan 10, 2014

Would it be possible to translate it into Polish?

Regards,
Maja


Direct link Reply with quote
 
A témához tartozó oldalak:   < [1 2 3 4 5 6 7 8 9] >


To report site rules violations or get help, contact a site moderator:


You can also contact site staff by submitting a support request »

Improvements to the invoicing tool

Advanced search






Protemos translation business management system
Create your account in minutes, and start working! 3-month trial for agencies, and free for freelancers!

The system lets you keep client/vendor database, with contacts and rates, manage projects and assign jobs to vendors, issue invoices, track payments, store and manage project files, generate business reports on turnover profit per client/manager etc.

More info »
memoQ translator pro
Kilgray's memoQ is the world's fastest developing integrated localization & translation environment rendering you more productive and efficient.

With our advanced file filters, unlimited language and advanced file support, memoQ translator pro has been designed for translators and reviewers who work on their own, with other translators or in team-based translation projects.

More info »



Forums
  • All of ProZ.com
  • Terminológiai keresés
  • Munkák
  • Fórumok
  • Multiple search