K Software
03-26-2008, 10:06 AM
March 26th, 2008 - kBilling 2.5.0 Released!
You can download kBilling 2.5.0 at the following link : http://www.k-billing.com/kbilling_installer.exe (or just click File -> Check for kBilling Updates)
Remember to backup your company file before upgrading!
Changelog for version 2.5.0 :
Version 2.5.0 - :
Added <billing_cycle> to recurring macros - use it on recurring invoice items or notes and it will be
replaced with the billing cycle name (Monthly, Yearly, Bi-Weekly, etc)
Added Synchronize Customer Addresses to the Tools menu on the main window.
Use to update all invoices to customer addresses stored in the customer database.
Added options for both statement and invoice printers. Check the settings window, Misc tab to set these.
By default both are set to your Windows default printer.
Added "invoice Point In Time" report letting you do an invoice report from and to any date (with totals "as of" the ending date).
Added new "BillTo Name" to customers and invoices to track different customer names/billing names.
A new macro <bill_name> was created and can be used in the address formats, emails and items descriptions/notes for recurring invoices.
Added "don't print in batches" option to invoice window, Extra tab. The setting is carried to recurring invoices and causes any
invoice with this option checked to not print in recurring print cycles or any batch prints.
Made the "special notes" box save the last used text.
Fixed invoice aging by customer report to properly total 31-60 past due amounts
Added tax exempt option for customers
Fixed "request return receipt" email option
Added GMail support and support for other SSL/TLS servers (changed email library)
Significantly changed the newsletter feature. Users can now load an HTML document in and all images will be attached and embedded automatically.
Added "Update all" button to the Misc tab on the settings window to set/reset those customer options (mailing list, paper invoice, email invoice, etc).
Added Bank Deposit to the payment type list
Added the customer number to the list on the invoices tab
Added a quick view aging report to the customer quick view
Added batch statement operations (print, save, email, etc)
Redesigned customer statement and implemented it using the invoice designer
Moved "detailed statement" option to Misc tab on settings window - check to show the items on invoices on the statement.
Added customer name to invoice file names when using "Save as"
Added default for invoice and customer country (settings window, Misc tab)
Added an option to disable loading the product lists into all drop-downs (useful for those that have large inventory lists)
Added automatic check to make sure kBilling is only running 1 instance
Added aging information to the customer quick view
Added recurring cycle to the status column in the invoice list on the customer window (users may want to resize that column)
Added recurring cycle to the status column in the main invoice list (users may want to resize that column)
Added check number to the payment list on the customer window
Added date macros to the invoice and customer number prefixes :
%yyyy: Will be replaced by the year value, 4 digits.
%yy: Will be replaced by the year value, 2 digits.
%mm: Will be replaced by the month value, 2 digits.
%dd: Will be replaced by the day value, 2 digits.
%hh: Will be replaced by the hour value, 2 digits.
%ii: Will be replaced by the minute value, 2 digits.
%ss: Will be replaced by the second value, 2 digits.
For example if your customer prefix is C%yyyy- your next customer number would look like C2008-1000 (if 1000 was the next sequential number).
You can combin macros too, C%yyyy%mm- for <year><month> for example - all the way down to the second.
Added customizable texts for virtually all parts of the invoice (see Edit->Settings->Invoice tab)
Changed the name of the invoice PDF file to reflect the customer's name as well as invoice number
On recurring invoices there are a number of variables that can be used to represent relative dates :
<current_eng_short_month>
Nov, Oct, Dec, etc..
<current_eng_long_month>
November, October, December, etc..
<current_num_month>
01, 02, 03, etc..
<current_eng_short_day>
Mon, Tues, Wed, etc..
<current_eng_long_day>
Monday, Tuesday, Wednesday, etc..
<current_num_day>
1,2,3,4,5,6,7
<current_year>
2008, etc..
All of these variables are available with the next and invoice_date prefixes as well :
<next_eng_short_month>
Shows the "next" month after the current one, in the format described above.
<next_eng_long_month>
<next_num_month>
<next_eng_short_day>
<next_eng_long_day>
<next_num_day>
<next_year>
<next_invoice_eng_short_month>
Shows the "next" month after the month part of the Next Invoice date, in the format described above.
<next_invoice_eng_long_month>
<next_invoice_num_month>
<next_invoice_eng_short_day>
<next_invoice_eng_long_day>
<next_invoice_num_day>
<next_invoice_year>
<invoice_date_eng_short_month>
Shows the "next" month after the month part of the Next Invoice date, in the format described above.
<invoice_date_eng_long_month>
<invoice_date_num_month>
<invoice_date_eng_short_day>
<invoice_date_eng_long_day>
<invoice_date_num_day>
<invoice_date_year>
You can use these variables to do an item like :
For service from <invoice_date> to <next_invoice_date>
When the billing cycle is run the pending invoice item names and/or descriptions will replace the above variables with their corresponding values.
For example, this item description on the recurring invoice :
Service for <current_eng_long_month> , <current_year>
Would read :
Service for May, 2008
When a recurring invoice runs in May of 2008.
Another example :
Service from <invoice_date_eng_long_month>, <invoice_date_year> to <next_invoice_eng_long_month>, <next_invoice_year>Thanks to all!
You can download kBilling 2.5.0 at the following link : http://www.k-billing.com/kbilling_installer.exe (or just click File -> Check for kBilling Updates)
Remember to backup your company file before upgrading!
Changelog for version 2.5.0 :
Version 2.5.0 - :
Added <billing_cycle> to recurring macros - use it on recurring invoice items or notes and it will be
replaced with the billing cycle name (Monthly, Yearly, Bi-Weekly, etc)
Added Synchronize Customer Addresses to the Tools menu on the main window.
Use to update all invoices to customer addresses stored in the customer database.
Added options for both statement and invoice printers. Check the settings window, Misc tab to set these.
By default both are set to your Windows default printer.
Added "invoice Point In Time" report letting you do an invoice report from and to any date (with totals "as of" the ending date).
Added new "BillTo Name" to customers and invoices to track different customer names/billing names.
A new macro <bill_name> was created and can be used in the address formats, emails and items descriptions/notes for recurring invoices.
Added "don't print in batches" option to invoice window, Extra tab. The setting is carried to recurring invoices and causes any
invoice with this option checked to not print in recurring print cycles or any batch prints.
Made the "special notes" box save the last used text.
Fixed invoice aging by customer report to properly total 31-60 past due amounts
Added tax exempt option for customers
Fixed "request return receipt" email option
Added GMail support and support for other SSL/TLS servers (changed email library)
Significantly changed the newsletter feature. Users can now load an HTML document in and all images will be attached and embedded automatically.
Added "Update all" button to the Misc tab on the settings window to set/reset those customer options (mailing list, paper invoice, email invoice, etc).
Added Bank Deposit to the payment type list
Added the customer number to the list on the invoices tab
Added a quick view aging report to the customer quick view
Added batch statement operations (print, save, email, etc)
Redesigned customer statement and implemented it using the invoice designer
Moved "detailed statement" option to Misc tab on settings window - check to show the items on invoices on the statement.
Added customer name to invoice file names when using "Save as"
Added default for invoice and customer country (settings window, Misc tab)
Added an option to disable loading the product lists into all drop-downs (useful for those that have large inventory lists)
Added automatic check to make sure kBilling is only running 1 instance
Added aging information to the customer quick view
Added recurring cycle to the status column in the invoice list on the customer window (users may want to resize that column)
Added recurring cycle to the status column in the main invoice list (users may want to resize that column)
Added check number to the payment list on the customer window
Added date macros to the invoice and customer number prefixes :
%yyyy: Will be replaced by the year value, 4 digits.
%yy: Will be replaced by the year value, 2 digits.
%mm: Will be replaced by the month value, 2 digits.
%dd: Will be replaced by the day value, 2 digits.
%hh: Will be replaced by the hour value, 2 digits.
%ii: Will be replaced by the minute value, 2 digits.
%ss: Will be replaced by the second value, 2 digits.
For example if your customer prefix is C%yyyy- your next customer number would look like C2008-1000 (if 1000 was the next sequential number).
You can combin macros too, C%yyyy%mm- for <year><month> for example - all the way down to the second.
Added customizable texts for virtually all parts of the invoice (see Edit->Settings->Invoice tab)
Changed the name of the invoice PDF file to reflect the customer's name as well as invoice number
On recurring invoices there are a number of variables that can be used to represent relative dates :
<current_eng_short_month>
Nov, Oct, Dec, etc..
<current_eng_long_month>
November, October, December, etc..
<current_num_month>
01, 02, 03, etc..
<current_eng_short_day>
Mon, Tues, Wed, etc..
<current_eng_long_day>
Monday, Tuesday, Wednesday, etc..
<current_num_day>
1,2,3,4,5,6,7
<current_year>
2008, etc..
All of these variables are available with the next and invoice_date prefixes as well :
<next_eng_short_month>
Shows the "next" month after the current one, in the format described above.
<next_eng_long_month>
<next_num_month>
<next_eng_short_day>
<next_eng_long_day>
<next_num_day>
<next_year>
<next_invoice_eng_short_month>
Shows the "next" month after the month part of the Next Invoice date, in the format described above.
<next_invoice_eng_long_month>
<next_invoice_num_month>
<next_invoice_eng_short_day>
<next_invoice_eng_long_day>
<next_invoice_num_day>
<next_invoice_year>
<invoice_date_eng_short_month>
Shows the "next" month after the month part of the Next Invoice date, in the format described above.
<invoice_date_eng_long_month>
<invoice_date_num_month>
<invoice_date_eng_short_day>
<invoice_date_eng_long_day>
<invoice_date_num_day>
<invoice_date_year>
You can use these variables to do an item like :
For service from <invoice_date> to <next_invoice_date>
When the billing cycle is run the pending invoice item names and/or descriptions will replace the above variables with their corresponding values.
For example, this item description on the recurring invoice :
Service for <current_eng_long_month> , <current_year>
Would read :
Service for May, 2008
When a recurring invoice runs in May of 2008.
Another example :
Service from <invoice_date_eng_long_month>, <invoice_date_year> to <next_invoice_eng_long_month>, <next_invoice_year>Thanks to all!