Just got set up and I’m really liking the UI so far! Crisp and easy and right to the point. Plus I really like having a summary of open invoices and money-in right on the dashboard.
One small thing is when I set up my account by resetting my password, I was told my new password was not suitable, but I wasn’t told why. I figured out that I must have needed more than 10 characters, lowercase and uppercase letters and to include symbols, but the requirements for a proper password weren’t displayed. So a little prompt at this stage saying what exactly you need in a password would be helpful.
I have no complaints with the Customer set-up process so far. But I’ve noticed a few features that could be improved regarding Invoicing.
Firstly, I wasn’t able to find an option to add a company logo to the invoice. I feel this would be important both for branding and to add some pizazz to the invoice.
Secondly, in the customer message box, I found I was only able to add up to 150 characters. For my business, I need a description of each service invoiced for, which states the date of service delivery, the type of service and what hours on that day the service was delivered for (e.g. 27/7/22: Access community, social and recreational activities (14:45 – 17:45)). Providing this description for more than two service items doesn’t seem to be possible with the current character limit.
Overall however, I’m keen to continue interacting with this platform.
I like the summary of open invoices too. In comparison to my manual typed invoices, this system is WAY better.
I had the same issue as you RE password suitability. I had to add 2 more numbers and another symbol, then it was accepted. I think if the system can say “another symbol is required” or whatever, that would help a lot.
I like how professional everything feels. The colours aren’t overwhelming (i.e. not primary). My only complaint is the navigation. Firstly, I had no idea where to begin. But I liked that I could actually start anywhere too! Maybe they can have numbers on the home page, to guide you in order of steps to do. I took the shortcut approach and did everything super fast, to test if this would work with no instructions. Yes, I didn’t read any tips!
You kind of figure things out on your own. If something is wrong, you can always edit it.
Suggestion: maybe adding a colour to each customer would be a nice touch? Or just on your account, for personal viewing.
Another suggestion is adding brief descriptions of each field you are required to fill in. I didn’t always know what they were, so I either entered a number or dummy data to test what would happen. If there is a little description, this would help clarify things for me.
Overall, I like everything. I have a simple cleaning business though, and am not sure if this system is too sophisticated for my needs atm. We shall see
Thanks!
Hi @IrvineL - sorry your feedback slipped through the cracks!
I too noticed this was a problem and will be fixed before launch.
I’ll bring this up with the product dev team
That’s a good point. What would you suggest be the upper limit of characters, keeping in mind that it takes space on the invoice and will mean less line items per page.
