Send invoices with an email template

How often do you write the same covering email for an invoice? "Please find attached our invoice for..." Every month, for every client.

Email templates for invoices

Save your invoice email as a template. Then send an invoice and its PDF straight from Kompass, without retyping the message.

Templates also cover internal emails about clients, so your team gets client updates in the same format every time.

The right contacts on every invoice

Invoices now carry their own contacts. Kompass suggests them from the project's invoice contacts and the client's billing and primary contacts. You choose who each invoice goes to.

One report, many sources

A single report template can now pull from several data sources, so one document holds what you need.

Dashboard averages

Dashboard tiles now show averages, to show trends over time. For hit rate and delivery, you can switch to the raw figures.

Also new

• Tasks can send email notifications using your own templates.
• The payments screens are simpler to use.

Learn more about invoices and dashboard views.