New Features: Recurring Invoicing and Estimate to Invoice Conversion
Today we’re adding two highly requested features to Ballpark: recurring invoicing and estimate to invoice conversion.
Recurring Invoicing
Recurring invoices make it easy to automatically send clients an invoice on a weekly or monthly schedule. For instance, if you work on a monthly retainer, Ballpark can automatically send your client an invoice for that month’s hours each month.
To create a recurring invoice, click on “Create a New Invoice”, enable recurring billing by flipping the switch to “On”, tell Ballpark if you want your recurring invoice to be drafted or sent automatically, then punch in the date. Once your recurring invoice has been created, you can edit its details by selecting the invoice in the recurring invoices section in your invoices dashboard.
Estimate to Invoice Conversion
We’ve also added the ability to quickly convert an estimate to an invoice. Once a client accepts your estimate, you can convert it into an invoice with the click of a button, make any necessary changes, and send it off immediately.
To convert an estimate to an invoice, simply click the “Convert to Invoice” button that appears in the sidebar once you mark your estimate as accepted.
Textile Markup Support
We’ve also added full textile markup support in comments and notes.
We hope you enjoy these additions! As always, if there’s something you’re itching to see in Ballpark, please let us know on our customer support community.
