See What's New in
D-Tools Cloud

With this feature, we are transitioning from offering just "payment requests" to a more comprehensive invoicing solution. This means that when viewing your projects or accessing the billing tab, you will now see both the agreed-upon payment terms and the corresponding invoices as distinct entities. You will have the flexibility to customize the invoice numbering by defining the prefix and starting number. Additionally, invoices offer greater customization than payment requests, PDF downloads, adjustable client and contact information, and more!

Looking to manage and sell new types of recurring revenue? You can now easily do so with our new "Subscriptions" feature! Simply change existing items in your catalog to type "Subscription" and then you will be able to change the billing cadence to "Per Month" or "Per Year". You will even be able to customize the default length and billing frequency for each subscription. You can then add these subscriptions to a quote and display them in the new "Subscriptions" section of the proposal.

If you are someone who has enabled convenience fees for card transactions and uses QuickBooks online, you can also turn on our transaction & convenience fee automation in your QBO settings! Simply go into these settings and specify what QBO item you would like your convenience fees to be mapped to when an invoice is created. This automation will add a line item to every invoice for the convenience fee. This line item will have a $0 value if payment has not yet been collected or if your client submitted payment via a bank transfer. Then, once the payment is deposited into your account, the amount for this line item will be updated with the correct convenience fee value.