{"id":9479,"date":"2024-08-07T09:35:52","date_gmt":"2024-08-07T09:35:52","guid":{"rendered":"https:\/\/ari.app\/?p=9479"},"modified":"2024-12-18T16:17:55","modified_gmt":"2024-12-18T16:17:55","slug":"invoices-job-cards-feature-improvements-ari-update","status":"publish","type":"post","link":"https:\/\/ari.app\/2024\/08\/invoices-job-cards-feature-improvements-ari-update\/","title":{"rendered":"Invoices\/ Job Cards Feature Improvements in the Latest ARI Update"},"content":{"rendered":"<p>You asked and we listened. We&#8217;ve brought to life many of the most requested features for our Online Invoicing feature. We&#8217;ll break them down for you so you get the full picture.<\/p>\n<p>Ensure you are using the latest app version by following <a style=\"color: #3026f4; text-decoration: underline;\" href=\"https:\/\/ari.app\/2021\/06\/how-to-update-my-ari-app\/\" target=\"_blank\" rel=\"noopener\"><strong>this guide<\/strong><\/a>.<\/p>\n<h2>Create a\u00a0<b>Purchase Order from the Job Card or an Invoice\/<\/b><b>Estimate<\/b><\/h2>\n<p>To make ordering even more accessible &#8211; we added an option to create a purchase order straight from Invoice and Job Cards. To access this feature &#8211; open an Invoice\/ Job Card or begin editing one. Then click the <strong>More Menu -&gt; Create a Purchase order. <\/strong>You will be redirected to the purchase page where you can <strong>add parts from Inventory, do it manually, or via PartsTech.\u00a0<\/strong>Once you fill in the details &#8211; the record will be saved as a Purchase Order in Accounting<strong>.<\/strong><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone wp-image-9566 size-full\" style=\"box-shadow: 0 2px 4px 0 rgba(0, 0, 0, 0.25); margin: 0.33rem; border-radius: 0.5rem;\" src=\"https:\/\/ari.app\/wp-content\/uploads\/2024\/08\/create-purchase-order-from-Invoice-in-ARI.gif\" alt=\"create purchase order from Invoice in ARI\" width=\"600\" height=\"886\" \/><\/p>\n<h2>Better Sorting, Filtering, and Customization Options<\/h2>\n<p>Thanks to the grid view, you can filter your Invoices by different parameters. With this update, we added a VIN column to the grid as well as the Cost and Labor Type fields. We&#8217;ve improved the search condition rules so you can find items easily.<\/p>\n<p>To improve customization &#8211; we removed the default parts from the grid dropdown when adding parts to invoices. If needed you can bring them back as default in <strong>ARI Settings -&gt; Account Management -&gt; Toggle button.\u00a0<\/strong><\/p>\n<p>There&#8217;s also an option to expose due, ordered, and scheduled dates in the invoice (<strong>Template Settings -&gt; Select from the checklist.<\/strong>)<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-9567 size-full\" style=\"box-shadow: 0 2px 4px 0 rgba(0, 0, 0, 0.25); margin: 0.33rem; border-radius: 0.5rem;\" src=\"https:\/\/ari.app\/wp-content\/uploads\/2024\/08\/new-invoice-template-settings-in-ARI.gif\" alt=\"new invoice template settings in ARI\" width=\"600\" height=\"837\" \/><\/p>\n<h2>Changing Job Cards into other types<\/h2>\n<p>We added the option to turn Estimates back into Invoices as well as the option to make an Invoice from Job Cards. These options are found on the individual Job Cards\/ Invoices and are type-dependent.<\/p>\n<p><img decoding=\"async\" class=\"alignnone wp-image-9568 size-full\" style=\"box-shadow: 0 2px 4px 0 rgba(0, 0, 0, 0.25); margin: 0.33rem; border-radius: 0.5rem;\" src=\"https:\/\/ari.app\/wp-content\/uploads\/2024\/08\/turn-estimate-to-Invoice-button.png\" alt=\"\" width=\"652\" height=\"923\" srcset=\"https:\/\/ari.app\/wp-content\/uploads\/2024\/08\/turn-estimate-to-Invoice-button.png 652w, https:\/\/ari.app\/wp-content\/uploads\/2024\/08\/turn-estimate-to-Invoice-button-212x300.png 212w\" sizes=\"(max-width: 652px) 100vw, 652px\" \/><\/p>\n<p>Do you like the changes? Please let us know what we can add or change for future updates!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI features have become the highlight of many modern apps. ARI\u2019s no exception. With the feedback collected from you \u2013 we\u2019ve improved our data extraction capacities to speed up your work<\/p>\n","protected":false},"author":1,"featured_media":12633,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2,4,11],"tags":[],"class_list":["post-9479","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcement","category-auto-repair-business","category-features"],"acf":[],"_links":{"self":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9479","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/comments?post=9479"}],"version-history":[{"count":1,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9479\/revisions"}],"predecessor-version":[{"id":14950,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9479\/revisions\/14950"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/media\/12633"}],"wp:attachment":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/media?parent=9479"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/categories?post=9479"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/tags?post=9479"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}