By Grant McCall
Published May 4th, 2020
May 2020 news and recurring invoices update
Like most, we’ve had to adjust a little here at Rounded, but we’ve been continuing to build the best accounting app we can for sole traders. Recurring invoices update. Last week we deployed a massive update to recurring invoices. This was one of the older parts of the system.
Like most, we’ve had to adjust a little here at Rounded, but we’ve been continuing to build the best accounting app we can for sole traders.
Recurring invoices update
Last week we deployed a massive update to recurring invoices. This was one of the older parts of the system, so we were pretty excited to update the tech under the hood and give you a truckload of new options for scheduling invoices.
✅ Recurring draft invoices
You can now set a recurring invoice to create a draft only. This gives you the opportunity to review or add any additional items to the invoice before it hits your client's inbox.
✅ Add unbilled time and expenses to recurring invoices
Unbilled time and expenses can now be dynamically inserted into a recurring invoice. This is particularly handy when combined with the option to create a recurring draft invoice.
✅ Stop date and send limits
Recurring invoices can now be set to stop at a certain date or after a specified number of invoices has been sent or created.
✅ We also sorted a few pesky recurring invoice issues...
PDFs can now be attached to the email your client receives
Stripe and PayPal can be switched on or off
A unique email template for every client on a recurring invoice
Select which contacts receive the recurring invoice
Improved display of information (client names, invoice numbers etc)
Learning new skills with Monica Davidson and Grant McCall
Last month Monica and I spoke with Olly about the best ways to learn new skills and how to integrate them into your business to diversify your offering. There's plenty of tips on choosing the best skills to compliment your current business plus a heap of online learning resources to get you started.
Managing finances in troubled times
We assembled a panel of experts to share their expertise on managing finances during uncertain times. They covered a wide range of topics, from maintaining a positive mindset, superannuation options and where to find day-to-day savings. Our panelists included:
Peter Stanhope from GigSuper
Holly Shoebridge from Oceans Accounting
Mark Macleod from Rollit Wealth
Our own Nicholas Beames from Rounded
That’s it for now. We’ll catch you again in a month’s time! As always if you’ve got any questions or need a hand please give us shout on live chat inside Rounded.
Founder and Head of Product