I can not use "Advanced Invoice Options".. when I click there this option is not available…

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I can not use “Advanced Invoice Options”.. when I click there this option is not available…

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Peter Connor ⋅ Staff October 9, 2015
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Hi John. Lou will have a look for you now. Can you give us 5 please? Tks Pete

#answer-1935
  1. jfitzgld 1 October 9, 2015
    yes! thanks !
  2. Peter Connor October 9, 2015
    Hi John,
    The link works fine for me. What browser are you using ? or you on a desktop or mobile?
  3. jfitzgld 1 October 9, 2015
    Hi I am using my laptop as every day.. is the same which I did invoices since I started.
  4. Peter Connor October 9, 2015
    When you click on the Create Invoice page - do you see a preview of the invoice on the right ? eg. does it look like the attached
  5. jfitzgld 1 October 9, 2015
    Hi Louise, no.... I can not see the example of the invoice (right hand) I can see only half screen.
  6. Peter Connor October 9, 2015
    Ok, thanks. You can try and reload the page the few times to see if the preview loads. In the meantime we'll work on fixing this.
  7. jfitzgld 1 October 9, 2015
    yes I tried just in case that was the problem... I will try again! thank you very much.
  8. jfitzgld 1 October 9, 2015
    Louise!!!! It is working!!! I can use the "Advance Invoice Options" and I can see the example of the invoice
  9. jfitzgld 1 October 9, 2015
    Thank you so much for your help at any time!
  10. Peter Connor October 9, 2015
    Brilliant, browsers are a real pain sometimes :)
  11. jfitzgld 1 October 9, 2015
    yes.... and I am the expert with that kind of pains...
  12. jfitzgld 1 October 9, 2015
    Hi Louise, how are you? I would like to know if there is any way to there is any way to know if the persons who receive the invoices are opening them or not... do you understand my question??
  13. Peter Connor October 9, 2015
    Hi John,
    Yes, you should get a notification, "bell" icon on the top right, when someone has opened the email of the invoice.
    You can also get an email notification, this is enabled from Email preferences -> Email Notification Settings
  14. jfitzgld 1 October 9, 2015
    ok! thanks I go to try email notification, thank you very much
  15. jfitzgld 1 October 9, 2015
    Can I look back at the invoices sent to a particular email address and see if they were opened -
  16. Peter Connor October 9, 2015
    Sure, if you click on the invoice in question, and then on the right you'll see "comments" in the menu, click that and you'll see a full history.
  17. jfitzgld 1 October 9, 2015
    does bullet do a cash flow projection
  18. Peter Connor October 9, 2015
    Hi J,
    Not at the moment. We have full management reports Accountant & Report Tools on the top menu.
    We will be bringing out reporting, with cash flow and project cash flow forecast. Hopefully before Christmas. The reason for the delay is you can only build good reporting on good data and SME's are terrible for dumping stuff into the wrong categories.
    So with the live bank feeds coming, we'll be able to build the reports automatically and they'll be correct
  19. jfitzgld 1 October 9, 2015
    looks good - when is the live bank feed to come
  20. jfitzgld 1 October 9, 2015
    will it work with Bank of Ireland
  21. jfitzgld 1 October 9, 2015
    will these be paid or free facilities
  22. Peter Connor October 9, 2015
    Hi,
    The feeds are available in the US via Plaido.com so we'll intergrate there first.
    The EU is bring the regulation in to decentralise banks (less risk).
    The first part of the plan was Sepa payments (we're integrating with Fire (realex) to give you a bank account - that will have live feeds into Bullet).
    The seconds part of that are Bank Feeds - the banks have to comply, hopefully next year or so.
    But we'll have the reports done, and they'll work manually.
    I'm not sure, we'll probably charge for it. How much would you pay for it?
    Pete
  23. jfitzgld 1 October 9, 2015
    depend on hoe much time saved and added value - - and if it does a reconciliation - could be converted into smout of time saved by s person at a rate per hour. A half dy be €50 - for example. Then be an actual saving
  24. Peter Connor October 9, 2015
    Indeed all valid points. Sadly SME's done value accounts (most of what we're doing) but we'd to build it to deliver the value add like cashflow etc.
    So you'd be happy to pay about €50pm to have it all automated, rec and cashflow reports, low cash alerts etc
    Pete
  25. jfitzgld 1 October 9, 2015
    they will pay for a bank rec - it does everybodys head in and is a core document for a SME. If there is a bank rec it ties up the accounts. SMEs will go long way to have a bank rec - good knowledge where actual cash going. Much more important the forecasting in a way. It is taking quality time from their families - ticking columns figures in evenings.
  26. Peter Connor October 9, 2015
    Indeed - we do bank rec, but it's not automated - tricky to do full automation.
    That's the idea of Bullet, more time to do everything else but accounts!
    Pete

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