Apply Invoice Templates to Client Auto-invoicing Rules

You can now set a preferred invoice template for each client under Client Profile > Manage Client Invoice Rules, to select which invoice template the client should receive.

Apply Default Invoicing Template to the account level settings:

You can now set up invoice templates at the account level for greater flexibility and consistency. This can be overridden at the client level if needed. Go to Invoices> Finance Settings> Manage account level details

Send to Key Contacts:

You can now automatically send invoices to client key contacts, from the auto-invoicing section of a client profile, making communication even easier.

Streamlined Settings:
The old “Due date” and “Include Medicare details” (Australia) options have been retired. These are now managed directly within your selected templates, giving you more control in one place.Updated Invoice Creation:
The “Create Invoice” button has been updated to include template selection options, directly from the client invoice page.