Invoices - New revamped UI
What’s New?
Section titled “What’s New?”We’ve given the invoice design a fresh look! The new layout features an editing panel on the left and a real-time preview on the right. This update makes it incredibly easy to create and send invoices.
How to Use the New Design
Section titled “How to Use the New Design”Access the New Design
Section titled “Access the New Design”To switch to the new layout, click the banner at the top of the invoice page. Ensure it’s enabled in the Labs section for a seamless experience.
Editing Your Invoice
Section titled “Editing Your Invoice”On the left side, you can enter all your invoice details. This includes:
- Customer Information
- Line Items
- Totals
Use the toolbar to add additional elements like Late Fees, Tips, and Payment Schedules. These features remain fully functional and easy to use.
Inline Product Addition
Section titled “Inline Product Addition”Quickly add products by typing the product name and pressing enter. This feature simplifies the process, allowing you to send invoices swiftly.
Previewing Changes
Section titled “Previewing Changes”As you make edits, the right-side preview updates in real-time. This allows you to see exactly how the invoice will appear to your customers.
Recurring Invoices
Section titled “Recurring Invoices”When you create a recurring product, Stack will automatically configure the invoice to reflect its recurring nature.
Final Review and Save
Section titled “Final Review and Save”After completing your invoice, review the preview for any last-minute changes. Once satisfied, click “Save” to finalize and send your invoice.
Why We Built This
Section titled “Why We Built This”The redesign enhances user experience by offering a more intuitive and visually appealing layout. This setup simplifies the process of editing and previewing invoices, making your invoicing tasks more efficient.