Eclipse Version Number: 3.8.27

Feature Change

Invoicing

Invoicing styles have been changed to simplify usage. The preferences have changed the 'Invoice Form' page, allowing the selection of an Invoice Style from here. This replaces what used to be known as the 'Advanced Billing' concept of previous releases. There are now two invoicing styles: Summarized, which takes one or more jobs and produces a single line entry on an invoice for each unique job/technician combination, but showing parts as seperate line items. Alternatively, there is now a 'Detailed' invoice style. This style includes a complete description of the job (as text) on the invoice, followed by a complete description of each individual labor entry, with its own quantity, rate and total value shown. This is ideal when complete detail is required for an invoice.

This is an example of the 'Summary' Invoice style. This style has been in use in Eclipse since 3.7, and was previously referred to as the 'Advanced Billing' style. This is continued in 3.8.27

This is an example of the 'Detailed' Invoice style. This style is new and shows a greater level of detail than the summary format. Each labor item and part on a job is shown with full detail to the description of what was done. In addition, these are grouped against a complete description of the job/service call so that a client can see the problem they called in, and the work that was done to resolve the problem.

If the invoice spans multiple pages, it will show a 'Page x of y' above the line items. This level of detail also transfers directly over to Quickbooks as part of the export transfer.

We have added the ability for you to change the Billing Party at the point of invoice entry. This is perfect for 3rd party service centers, who may charge back to a manufacturer for jobs that are covered by a manufacturer warranty (ideal for manufacturer representatives). A 'Change' button has been added during invoice entry to accomodate this.

When clicked, you can choose an alternative client to bill to, which will change the Bill To details, but retains that the original client was the client for the jobs entered in the system. This simply is a change to the invoicing detail, and again this transfers over to Quickbooks with this change.

We have expanded the Labor entry via the client/server interface to add the display of the charge rate that is used for calculation of Job Value, as well as 'Now' buttons on the Start time and End Time. By clicking on these buttons, the current time is placed in either the Start or End Time fields. This simplifies data entry if the system is used for live labor entry.

We have also corrected a calculation problem in rate calculation for client overrides. Under some circumstances, the system was miscalculating rates for override values if certain combinations of data was encountered. This has been corrected.

The Client Job History report (it may show up under a different title than that if you are using different terminologies for clients and jobs), has been changed. In the past it only allowed for the printing of a range of client data, but not for an individual client. This has been changed to now allow the selection of EITHER a single client, or a range of clients. The Print Options shown here show how this is done through the use of a 'Radio Button' for the desired type of search.

We have corrected a problem for international users of Eclipse where the default country was not being correctly set in Client entry. This is now consistent with the Preferences for the Default country and the client entry screen.