Knowify 3.21 is here with many exciting enhancements, especially in the Contract & change orders section. This is the complete change log:
Contract & change orders is the most used section of Knowify. We wanted to improve it to reduce the amount of time you spend scrolling the page, enabling you to send proposals to your customers faster. To this end, we have changed the header. You will notice the following:
Square ACH [US Only]
Many of you have been requesting the ability to collect ACH payments from your customers. This feature is finally here thanks to our partnership with Square. The processing fee will be 1% per ACH transaction (minimum fee of $1), which is less than half of most credit cards. You can enable ACH payments in the Admin/Integrations section of Knowify.
Square payment links
You can now create a payment link without having to send the invoice via email. That way you can paste this link into your own email outside Knowify, or send the link via text message to your customer.
Over the next few weeks we will be enabling a new beta feature that will allow you to track parts across locations (trucks, warehouses). This feature will be available in our Enterprise plan. If you are interested in getting early access, please reach out to support@knowify.com.
We are changing the way we sync QuickBooks Journal Entries for retainage. Now we will revert the Journal Entry when the final retainage invoice is produced, not before. This way you can track retainage in the relevant account in QuickBooks and see it revert when retainage is billed to the customer.
In the job activity of a cost plus job, you will be able to easily identify all the expenses for the job and those that produced a billable item according to the contract terms. That will help you fix issues and clearly determine what billable items have not been invoiced yet and whether you missed any in previous invoicing cycles.
For enterprise customers with access to Advanced Reporting, we have added the ability to filter on most of the columns of a given report. You can also apply multiple filters at the same time to further refine your output.