With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

Get the Guide on Moving from spreadsheets to software.

Get the guide

Want to join us? Become a partner. 

Become a partner

New release: A brand new look for the invoice information tab

We’ve been working hard to bring you the new ‘Folders on invoices’ functionality, which will let you invoice based on the folders you’ve created on your quotes or jobs in WorkflowMax. Today, we begin rolling out these significant enhancements to the invoice information page. We’re calling it ‘phase one’ and it’s a necessary release for us to be able to complete the full ‘Folders on invoices’ release later in April.

This feature has been requested by many customers so we're super excited to share it with you! In order to display the folders on the invoice, we’ve re-written the invoice information page which will make development changes much easier in the future. We’ve also taken the opportunity to add in some time-saving changes to improve your workflows.

Why we’re working on this

As we mentioned in a blog about the design system last year, we're taking every opportunity to upgrade the design of WorkflowMax as we add new and improve existing features.

What’s included in this release

This first release is an update of the ‘Invoice Information’ tab, when you’re looking at the invoice details. 

Classic v new invoice information page

The page looks quite different, however, all the functionality is the same.

Everything you can do today will still be possible within the page’s new look and feel. In future, you’ll be able to do more in-line editing and deleting on your invoice without several clicks per action.

You can still do all of the following: prepare invoices, view single and multi job invoices, view miscellaneous invoices, and manage your approved invoices.

You’ll notice a few improvements too:

UI changes invoice info page 2

UI changes invoice info page 3

Swapping between old and the new designs

Screen Shot 2022-03-22 at 6.57.14 pm

For the next couple of weeks you’ll be able to easily switch between old and new by clicking on the link at the top of the screen. You’ll see a ‘Go to new invoicing’ link or a ‘Switch to classic invoicing’ link. This will be available until the full release is ready later in April. 

Get up to speed and learn more

Step by step instructions to help you better understand the changes to the WorkflowMax invoicing information page.

Learn more
Joanna Bellis
Joanna Bellis is the Product Owner for WorkflowMax. She was the first person employed by WorkflowMax back in 2009 and has 20 years of international experience in the online software industry after roles in London, Europe and NZ. When she’s not at work, you’ll find her trying to keep up with her two young children and two dogs, perfecting her downward dog and warrior poses, and making novelty kids crocheted hats.

Joanna Bellis