Client Documents: Additional Document Types
New document types have been added to Client Company profiles: Letter of Release, Buyout Details, Debtor Release, Client Termination Release, Loan Docs, Legal Docs, IRS Docs, PO Docs, Personal Client Info, Collections & Payment Issues, and Credit Safe Report.
The existing document type “Uniform Commercial Code” has been updated to display as “Uniform Commercial Code (UCC)”
New: Invoice Updated On
A new field has been added to Invoice details that will display the last date and time the invoice was updated.
New: Invoice Due Date
A new Due Date field has been added to invoices. This field can be set when creating an invoice or will automatically calculate based on the payment term identified in the client-debtor relationship if left blank.
The Due Date appears in multiple areas across the system:
- Invoice Create & Update: Optional field that must be a date after the Invoice Date. Pending invoices can be edited or cleared.
- Invoice List & Collections: New Due Date column added after the Funding Date, with filter and range options.
- Imports & Endpoints: Due Date is now included in CSV imports and API endpoints for creating, updating, and filtering invoices.
This enhancement provides better visibility and filtering for managing upcoming invoice payments and expected collection timelines.