Lift ERP - Release Note 12.4
Invoicing and Accounts Receivable
1. Payment processing enhancements
> Ability to automatically apply a flag and/or step per customer term
For example, Deposit Required flag and/or Deposit Required step in the workflow; Requires setup from the LiftERP support team
> Ability to configure a step that requires a customer deposit based on a minimum percentage defined by rules
Notification can automatically be sent to the customer with a secure, tokenized link to pay the deposit directly in Lift; Customer payment can automatically advance the order to the next step in the workflow
2. Improved tools for emailing customer statements
Similar functionality to the existing “Send Invoice” feature
Shipping
1. Ability to default shipping cost per shipping method
2. Display third-party account description in the third-party account dropdown when selecting shipping
Estimating and Scheduling
1. Add project number details to the Scheduling Grid and Home Page; Visible in “Show Details” views
2. Ability to assign markups by machine in estimating
3. Ability to use formulas with the Storage Type field in products
4. Ability to un-receipt a purchase order after it has been receipted
5.Ability to add a default note on products; Supports optional or required customer acknowledgement