Show Me the Money/Show Them the Money

When I opened my Credenza the other day, I got a notification that a new Credenza update was available, would I like to install it now? Of course I would!

One feature of this update that caught my eye was the ability to customize the appearance of invoices. We’re still dealing with a tough economic climate so I thought it was a good to time to shed more light on the ways Credenza helps you make money!

While invoicing your clients may not be a fun task, it is a necessary one. Credenza makes it easy for you to create an invoice from bills on files, so that you can send them out in a timely manner. Invoices are often one of the final interactions you have with your client and so you obviously want them to look the best that they can.

Adding a logo to your invoices can make them look more professional, as well as provide you with more exposure. I know that not every lawyer has a logo… but that doesn’t mean your invoices can’t look polished.

With the new update, there are a few additional invoice preferences. You can still opt to use just a logo, but now you can input a logo and text (or just text in a fun font!)

Customizing the appearance of your invoices couldn’t be easier. From your main Credenza screen:

1. Select Credenza Options and click on the Billing tab on the top of the Options box.
2. Click on “Invoice Options”.
3. On this screen, you are able to customize many things for invoices (Formatting, Invoice Header, Invoice Footer, and Saving Options).

With this update, you also have the ability to change the title of your invoices. I prefer to call my invoices ‘Bills’ and always wished I could send them out with that heading, and now I can! Bills, accounts, or whatever term you prefer… Credenza lets you change your titles as a new invoice preference.

There are more exciting additions that were included in this update. For complete details, check out the update page at http://www.credenzasoft.com/updates.html.

See More, Sort More, Do More

Let’s face it, we live in a fast-paced world where everything needs to be done yesterday. I know I’m always looking for ways to make my job (and therefore my life) easier. You may have been able to tell from previous posts that I am slightly obsessed with customization (especially in my Credenza). But that’s because it really helps me to streamline my work.

If you like customization as much as I do, you’ll be happy to know that you can add more fields to Credenza list views, so you can filter and group things such as Files. And you can re-order fields as you see fit.

The best part? It is so simple to do! I’ll show you how using Files as an example:

1. First, click on the Credenza tab in your Outlook.
2. Select the Files option in the lower left navigation.
3. Once your Files list appears, right click anywhere on the screen and select Show Fields… on the menu that appears.
4. A new window will open. On the left is a list of the available field types you can add and on the right is a list showing which fields are already selected to appear in your view. Select the Field(s) you would like to add and click on the > button. Similarly, to remove a field, select it and click on the < button.
5. To change the order in which fields appear, simply select the field and drag it to the position you prefer or select the item and use the move up or move down commands. You will also be able to change the order in which fields appear right from the Files view. Just drag and drop it to the desired position.
6. Once you are satisfied, click OK to return your Files view.

Simply follow these easy steps to customize your Credenza and further streamline your work! Fields are listed how you want, where you want. Plus, if the fields you have added no longer suit your needs at some time in the future, it is just as easy to take those fields out as it was to add them!