Printing lists & email comment issue

Grace Neumann's Avatar

Grace Neumann

21 Sep, 2015 08:44 PM

Hi

I am on a trial and quite like what Cashboard can do. I am trying to print a page (e.g. my invoice list) but it is not being produced as it is on the screen (no formatting like on the screen). Is there anyway to print a report easily.

  1. Support Staff 1 Posted by Seth B on 21 Sep, 2015 10:19 PM

    Seth B's Avatar

    Hi Grace,

    For printable documents inside the app, like invoices, estimates, and payment receipts we offer PDF downloads for perfect printing.

    We don't offer PDF downloads for invoice lists, and other list screens. You can however download a spreadsheet compatible CSV file from that screen. The button says 'export data' and is above and to the right of the list.

    I'd be interested in knowing your reasons for wanting to print that list? If it's to provide your clients a list of outstanding invoices, that is rather unnecessary - as they can login to the app - provided you added their email - and see the list themselves.

    Please let me know. We're here to help.

  2. 2 Posted by Grace Neumann on 21 Sep, 2015 10:54 PM

    Grace Neumann's Avatar

    Hi Seth

    I understand that I can export to a CSV file, but was wanting a simple printed report that would help produce a list by using Print function within Browser for checking bank account payments. Print in Safari does produce a printout, but it is not formatted very nicely.

    Another thing, I am testing what a client receives when I send them an invoice. I created a test client. I added a comment to the invoice before I sent it but it wasn't shown on the client's invoice.

    Also, when I tried to reply to the email that was sent to the test client, the messages received in Cashboard are unreadable. See screen shot. Would appreciate your help please.

    Is there anyway for the emails to be sent out from my email address instead?

  3. Support Staff 3 Posted by Seth B on 22 Sep, 2015 03:04 AM

    Seth B's Avatar

    I understand that I can export to a CSV file, but was wanting a simple printed report that would help produce a list by using Print function within Browser for checking bank account payments. Print in Safari does produce a printout, but it is not formatted very nicely.

    Exporting to CSV will let you print as you see it. Unfortunately right now that's the best I can offer on that front. However, we will take that feedback into account.

    Another thing, I am testing what a client receives when I send them an invoice. I created a test client. I added a comment to the invoice before I sent it but it wasn't shown on the client's invoice.

    Comments are not shown on emailed invoices - as they are not a part of the document. If you wish to add text to the invoice document itself, edit the invoice and use the "Notes" field.

    Also, when I tried to reply to the email that was sent to the test client, the messages received in Cashboard are unreadable. See screen shot. Would appreciate your help please.

    That's quite odd. What program are you using to send emails with? I'd like to investigate further as we've not seen this before

    Is there anyway for the emails to be sent out from my email address instead?

    No, because our servers would have to "spoof" your email address, which is a signal to a lot of mail servers that the source message is SPAM. We tried it that way long ago, but found the way we're delivering mail now is more reliable.

    If you wish to send invoices from your real email account, you can always download the PDF and use your mail program to send it. Keep in mind that your clients will not get a link to pay online this way.

  4. 4 Posted by Grace Neumann on 22 Sep, 2015 03:09 AM

    Grace Neumann's Avatar

    Hi Seth

    I am using Apple Mail.

    Yes I might send it by attaching PDF to my email, as I don’t use any of the payment methods, just direct debit which I have added info about this to the template. Thanks for providing a way to alter the invoice template.

    Kind regards

    Grace
     <http://www.gndesigns.com.au/>

  5. Support Staff 5 Posted by Seth B on 22 Sep, 2015 03:11 AM

    Seth B's Avatar

    Can you please forward the version of Apple Mail? You can find it inside the Mail menu, under “About Mail"

    Additionally, if you could send an email to my personal address [seth AT cashboardapp.com <http://cashboardapp.com/>] that would be very helpful in trying to figure this one out. Thank you!

  6. Support Staff 6 Posted by Seth B on 22 Sep, 2015 09:23 PM

    Seth B's Avatar

    Just wanted to let you know that the email issue you reported is now fixed and live.

    We’ve also added your email as a part of our automated tests to ensure it won’t happen again. You shouldn’t have any more problems with that - but if you see something different moving forward please let us know!

    - Seth

  7. 7 Posted by Grace Neumann on 22 Sep, 2015 09:43 PM

    Grace Neumann's Avatar

    Thanks Seth. I will try it again.

    I am trying to use touch.cashboardapp.com <http://touch.cashboardapp.com/> on my iPad and phone. Can you tell me if you able to send invoices via this software?

    Kind regards

    Grace
     <http://www.gndesigns.com.au/>

  8. Support Staff 8 Posted by Seth B on 22 Sep, 2015 11:17 PM

    Seth B's Avatar

    The mobile app doesn't deal with invoices or estimates currently. Only tasks and time tracking.

  9. 9 Posted by Grace Neumann on 22 Sep, 2015 11:20 PM

    Grace Neumann's Avatar

    Hi Seth

    Thanks for letting me know. If I were to take the monthly membership, am I able to cancel at any time. Also if I like the monthly membership and then decided to pay the full year, would that be possible?

    Kind regards

    Grace
     <http://www.gndesigns.com.au/>

  10. Support Staff 10 Posted by Seth B on 23 Sep, 2015 01:42 AM

    Seth B's Avatar

    Grace,

    Yes you can cancel or upgrade from the monthly membership at any time. However, please keep in mind that the yearly payment plan is non-refundable. If you do commit to the yearly plan, you can downgrade and receive an account credit - but we offer no cash refunds - which is why we’re able to offer such a great price.

    Best,

    - Seth

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