As a reminder, we're releasing version 4.7 of the software in the coming month. This update is focused on customers and a customizable reporting tool, updating the interface to allow for a more modern approach to customers, particularly updating the searching functionality. Version 4.7 is an initial update to this, but there are a number of updated features in the works.
One aspect of this update we did not discuss at length previously is the change to the transactions screen, the equivalent to the transactions tab in customers. In the current version of the software, this is solely used for accounts receivable transactions, and you can continue to use it for this purpose, for making adjustments and payments. However, many people thought it would show a sort of sales history, a list of all invoices the customer has been selected for. We've gotten this misconception so much that we've decided to make it the reality:
You can filter to only invoices to the account, same as the old way, by checking the box in the center left. You can also see a list of items on those invoices by hitting the view invoice items button.
Coming not terribly far down the road will be an update to the scheduler feature to allow you to more easily schedule events for customers, or resources, for those who do things such as rent out space for events or for reading or play time.
We're also continuing to develop features to assist in marketing to your customers; some of these are coming with 4.7, such as easier email list exporting or customer searching based on purchases and total spending, but others will be further down the line. Keep your eyes on this space for more details!