UCM Blog

Latest News and Updates from the Ultimate Client Manager team

Latest Update: Customer Statement Overview

The latest UCM Pro update includes a customer statement overview link. You can email this special link to the customer and they can click it to view all their invoices, quotes, jobs and payments in one easy to manage location. Find the link in the “Customer > Advanced” area. Here’s a screenshot:   A special thanks to MZ for this

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dtbakerLatest Update: Customer Statement Overview

Setting up “Custom Data” to appear on an Invoice template

In this tutorial we will pull some “Custom Data” elements into an invoice template. First we setup our data by going to Settings > Custom Data and creating a new data store. We will call this one “Commission Rates”. Our aim is to show the text “Dave: 10%” on our final invoice. Next we want

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dtbakerSetting up “Custom Data” to appear on an Invoice template

Reset invoice numbering at the start of the year

A lot of people are asking for invoice numbering to be reset at the start of a year (for tax reasons). In the latest version you can go to Settings > Advanced and set the following 3 options: invoice_incrementing 1 invoice_incrementing_next 1 invoice_increment_date_check Y This will reset invoice numbering from 1 for this year.

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dtbakerReset invoice numbering at the start of the year

New Timer Feature Released

We’re excited to release the new timer feature. Check it out in the live demo. Start a timer from any page of the system. Automatic timer starts when you open a job or ticket. Convert a timer into an invoice. More details over here: http://ultimateclientmanager.com/feature/task-timer/

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dtbakerNew Timer Feature Released

Big update available!

There is a big update available, with changes to almost every file in the system. Please update the “db” module first then after that is completed please go back and check for the second round of updates. If you have any troubles with updates please send through FTP details in a support ticket here: http://ultimateclientmanager.com/support/support-ticket/ As always please

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dtbakerBig update available!