We really obsessed when we built the invoicing e-mail capabilities in Billing Manager. We sweat the details to make it easy to: send yourself a copy of emailed invoices see date/time of the e-mail — directly when you’re looking at your invoice in Billing Manager see when the recipient viewed the invoice online include multiple [...]
Archive for November 2007
Emailing Your Invoices – Getting the Details Right
November 29, 2007What does a Professional Invoice Template look like to You?
November 13, 2007One thing we understand is that, for many small businesses, the look and feel of the invoice is very important. Let’s face it – sometimes we do judge a book by its cover. An invoice can tell a bit about your company – are you expensive and fancy? Serious and formal? A little funky? Whatever [...]
Why would I ‘tag’ a customer?
November 12, 2007When you enter a new customer (or edit a customer contact), you’ll see the ability to add a “tag.” Tags are simply labels that allow you to organize and quickly find customers according to categories or descriptions that are meaningful to you. For example, if you want to keep track of which customers have kids [...]
Watching and Learning: how to build better web products
November 9, 2007When we build products, we start by trying to deeply understand our customers. It drives what we build. What’s interesting is that the true deep understanding of your customers starts AFTER you launch your product. Once you have something real, that people use, you can start really engaging with them and figure out what’s next to truly [...]
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