We have made some very useful improvements to Feezily's FFS/Direct Revenue client invoicing

There are a number of ways to enter FFS/Directly invoiced clients' revenue into Feezily. You can:

- Upload your CRM's or home grown CSV or XLSX file that contains the FFS invoice; or;

- Raise invoices directly into Feezily (Professional version only) and even have Feezily generate PDF invoices based on a template customized for your practice.

Raising invoices in Feezily helps you avoid the burden of managing hundreds of Excel or Word documents by hand. Once raised the invoices are automatically part of your revenue processing in Feezily and don't need to be "double handled"
When raising invoices directly in Feezily you simply specify the type of advice service (the list is customizable) via the following customer invoicing panel:

 

Recent improvements

- The layout of the invoicing panel has been improved and it's now possible to add multiple line items to an invoice.

- When raising an invoice for a new client it is not necessary to explicitly create a receivable account for them and set an opening date. This is now done automatically upon raising their first invoice.

- When raising an invoice with a date prior to the opening date of the client's account receivable account the opening date will automatically be adjusted back to the invoice date to avoid the need for the user to go into the account settings for that client and adjust the opening date.