ArchX continues to evolve and allow you to further automate your invoicing workflow.
You can now:
- Configure the file name (which will be automatically generated): see “Settings – Invoicing – Accountancy settings”. This function allows you to select the fields made available to you while adding the traditional “_” (underscore) or “-” (dash) to match your file naming procedures.
- Configure the default invoicing criteria:
- VAT rate
- Invoice due date
- Standard emails, which you can use when the person in charge of invoicing is absent (while maintaining the invoicing method usually used). Please also note that these email templates also allow the use of dynamic fields, like those used in the invoice template!
As always, these default settings are customizable per project (in the “General” window of the contract).
