We are excited to announce that we have released some new Third Party features to make managing your Third Parties even simpler.
Accessing and Editing Third Parties
It is now easier to access, edit or add Third Parties. Here's how:
Creating Statements for Third Parties
You can now create statements for Third Parties just like you can for Clients. Here's how to generate a Third Party Statement:
That's it! Any invoices that have been allocated to the selected Third Party can be added to a statement.
Sending Bulk Email or SMS Campaigns to Third Parties
You can now send Bulk Email and SMS Campaigns to your Third Parties as they now can be selected from your communication Recipient List. Here's how:
Increased flexibility when Emailing Invoices or Statements
When you email an Invoice or Statement you'll now have the option to edit the content of the email, as well as choose to send it to any of the client's contacts or Third Parties.
Billing Invoices to Contacts
You are also now able to bill an invoice to the clients contact. For information on how to create a contact for a client see our article here.
You can now bill an individual invoice to the contact by editing the invoice and updating 'Who Will Pay This Invoice?' to the contact.
If you are going to be billing all of the clients invoices to the contact just go to the clients details page and under 'Billing' update the 'Bill To' to be the contact. All invoices by default will then be billed to the selected contact.
We hope you enjoy these new features. As always we'd love to hear your feedback or questions.