Additional Invoice Recipients
This month, we're adding a new Additional Recipients field in Invoices, allowing you to add and save extra recipients for both Invoices and Payment Reminders.
Key Changes and Benefits:
Save Additional Recipients: When drafting an invoice, you can now add and save additional recipients. These recipients will be automatically selected when sending invoices or payment reminders, reducing the need to add them each time.
Bulk Send Invoices to Additional Recipients: Previously, bulk sending invoices was limited to one invoice contact. Now, with Additional Recipients, invoices sent in bulk will also be delivered to these recipients.
Availability:
The new Additional Recipients feature is available for both Business and Enterprise customers.
Bulk Send and Bulk Send & Finalise Invoices will remain exclusive to Enterprise customers.
To learn more about this update <read the guide>
Automated Payment Reminders
Limited Beta Rollout: This feature is currently available only to select customers as part of a limited beta program. We’re gathering feedback and monitoring performance over the coming month before making it available to a wider audience.
Introducing Automated Payment Reminders, a new feature designed to automatically send reminders to your clients for any outstanding payments, helping your organisation get paid faster and more efficiently.
Key Changes and Benefits:
Instant Payment Reminder: Send immediate payment reminders for invoices via email, including a copy of the invoice and any attachments. The email subject and title will clearly indicate whether the invoice is due soon or overdue.
Schedule Payment Reminders: Schedule up to 5 reminders per invoice, to be sent automatically either before or after the invoice due date. Reminders stop automatically once the invoice is paid.
Default Payment Reminder Schedules: Create and customise Payment Reminder Schedules for use across your organisation. Similar to Payment Terms, you can set default schedules at the Organisation, Office, Project, and Contact levels, ensuring they are automatically applied to all new invoices.
Availability:
This feature will be available for both Business and Enterprise customers.
To learn more about this update <read the guide>
Fixes
Contacts
Fixed: Sometimes contacts couldn’t be deleted even though the contact was no longer on any Projects or have any Personnel.
Reports
Fixed: Rows with 0 hours were being created when a Timesheet Report was created.
Projects
Fixed: Variations couldn’t be added to projects with complete stages when Contract Fees were used.
Fixed: Staff without the Stage permissions enabled, were not able to view Project Transactions.
Resourcing
Fixed: A Staff member with a utilisation of 0 displayed an error for that Staff member on the Project Schedule.
Updates to Subscription Access Options
To help you fully realise the value of Synergy, self-service options on the Synergy subscription page have changed. The following updates are now in effect:
Plan Changes: Switching between Synergy plans is no longer available via self-service.
Add-On Management: Enabling or disabling Synergy add-ons now requires assistance.
To explore how our different plans and add-ons can benefit your practice, or to make changes to your current subscription, please contact your Customer Success Manager or email subscriptions@totalsynergy.com.