Zero BS CRM Update v1.1.7 – Second Address and Quote to Invoice

Another day, another update for  ZeroBS CRM. It’s a small number, but we’ve squashed in a few useful features, so I’m sharing them here.

(You can grab the latest version from the WordPress.org ZBS CRM repository, always, just hit download in the top right.)

Second Address (against Customer)

A few early users have asked about this, and it’s been on our road-map since inception. We’ve added secondary addresses as an optional extra, you can turn them on or off with a toggle switch in the settings (ZeroBS CRM -> Settings from the admin menu).

It’s early days for dealing with multiple addresses, and probably later we’ll add much more to this feature set. For now, though, this is a useful way to keep a “work” and “home” (or similar) address for your leads and customers in ZBS CRM.

Editing a Customer in Zero BS CRM

Quote to Invoice

Here’s one we couldn’t fit into the launch plugin, but we’ve now added to the CRM. You can quickly & smoothly create invoices based on  Quotes in one click. Just click “Make Invoice” under a quote and it’ll take you to a pre-filled new invoice page. It’ll also manage the link between quote and invoice, so you can work backwards later if you ever needed to.

This also allows you to assign multiple invoices to the same quote, (e.g. part payments).

We’ll be expanding upon this system far more as we add some kind of online invoicing (PayPal, Stripe, etc.) in the coming weeks.

Quote To Invoice in ZBS CRM

 

Other Features Added / Tweaks

As well as these two main features, we’ve also added a few more tweaks and odds to Zero BS CRM. Here’s a quick note on those:

  • Quote & Invoice Number Offsets – if you would like your quotes or invoices to start at a higher number (than 1), you can add an offset in the CRM settings that’ll let you kick these up. E.g. add 1000 and your first quote will be something like (1,001).
  • Invoice Number Pre-filling & Override – In the last version of ZBS we didn’t have Invoice number pre-filling. We do now! And what’s more you can allow/disable the editing of this invoice number (by users) in the settings. This should make things much quicker as you invoice out.
  • Few little fixes & added Extensions page

Watch this space, we’re going to be adding & tweaking frequently, until we get the ZBS CRM Core up to scratch. Thanks to everyone who’s already given feedback, you’re keeping this train rolling!

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Posted July 12, 2016

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