Acuinvoice

Today we updated AcuInvoice to include some of the features planned for the 1.1 release. We’ll call this 1.0.1. Highlights below.

“Send Invoice” Button

Previously you had to save an invoice, then hit the send button–an obviously unnecessary step we have eliminated. Your options in the invoice creation screen are Send, Save (as draft), and Cancel.

Tag Editing

Let’s say you have 20 invoices that are tagged with Tag1. Tag1 is now editable and will cascade throughout all of the invoices.

UI Improvements

Many thanks to Ivan Boyko of VisualPharm for his suggested improvements to the layout of invoices as viewed by customers. If you’re looking for someone to provide constructive criticisms regarding your designs, I highly recommend Ivan.

Popup Elimination

We have eliminated popups where possible. Perhaps the most notable change was made to the recurring templates area.Fixed a big whereby logos were not displaying properly on invoices.Fixed to Safari-specific bugs, one related to the posting of comments to invoices, the other related to the forwarding of invoices.

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This week we will be releasing version 1.0 of the AcuInvoice Simple Store, a PHP application that uses the AcuInvoice API to enable subscribers to quickly generate a standards-compliant web store where customers can place orders for products, services, and digital goods. Order information is passed securely via the AcuInvoice API to the subscriber’s account and invoices are automatically sent. If you sell digital goods (MP3s, images, software, etc), the items will be automatically delivered to the customer once payment is received and the invoice is converted into a closed state. The AcuInvoice Simple Store is an outstanding example of the power of the AcuInvoice API (it even uses a number of features and data elements that we have yet to fully document) and provides a large amount of sample code that will be useful to other AcuInvoice developers. Therefore, we will be releasing the AcuInvoice Simple Store to the AcuInvoice community free of charge as a means of providing a strong set of core classes with which developers can build custom AcuInvoice applications. We will be putting the finishing touches on the Simple Store early this week, and plan on releasing documentation and tutorials along with the script later in the week. This post highlights the features and benefits of the store, and provides access to a sample store containing some $0.10 items so that you can execute a couple of test transactions and let us know what you think.

Sample Store

We have posted “The Charlie Store“ so that you can see a preview of what the store looks like by default.  You can execute a test transaction (where you purchase a $0.10 picture of my infant son and have it automatically delivered) to test the functionality.  The script functions in the manner described in the “How It Works” section below.

How It Works

When a customer places an order from your AcuInvoice Simple Store, all order data will be instantly passed to your AcuInvoice account. The data will be used to create a new contact (if the customer is not already in the database), and an invoice will be automatically created and sent to your customer at the email address provided during checkout. When your customer receives your invoice, they can pay via any gateway that you have enabled both in your AcuInvoice account and the AcuInvoice Simple Store. Once the invoice is paid, it will be automatically converted into a closed state. If the order contained any digital goods, the script will automatically send out an email containing an order-specific download URL. The AcuInvoice Simple Store allows you to limit the duration the download URL is valid, and specify a maximum number of item downloads.

Features & Benefits

Super Simple Installation

The AcuInvoice Simple Store is easy to install and configure. Simply unzip the archive, upload it to your web server, create a MySQL database, change a couple of permissions settings, and load the installer script in your browser. Your store will be automatically configured and should be functioning in about five minutes.

Clean Code

The AcuInvoice Simple Store utilizes clean CSS and produces valid XHTML 1.0 Strict for maximum compatibility with a variety of popular web browsers.

Simple Management of Content

The AcuInvoice Simple Store utilizes the TinyMCE HTML editor giving you the ability to style your store’s content using a familiar interface. TinyMCE is integrated by default into a number of applications and should be familiar to most users.

Fully Customizable

Your AcuInvoice Simple Store is completely customizable. You can make modifications to the storefront to suit the look of your site, and edit the store’s CSS via a simple web-based editing utility.

Standalone and Embeddable Mode

The AcuInvoice Simple Store can be used in either a standalone or embeddable mode. The standalone mode (default) produces a separate storefront page, while the embeddable mode allows you to insert your AcuInvoice Simple Store into any web page using a singleelement. Embeddable mode could be used, for example, to insert your simple store into pages dynamically generated by popular publishing platforms such as WordPress. 

Centralize Service Invoices and Store Purchases

You already use AcuInvoice to bill your clients, but if you sell products too, you might have to use another system for tracking those sales. Since the AcuInvoice Simple Store uses the AcuInvoice API to automatically enter customer and order information into AcuInvoice, all of your data will be centralized into your AcuInvoice account.

Automatically Delivers Digital Goods

If you sell digital goods from within your AcuInvoice Simple Store, these goods will be automatically delivered once the relevant invoice has been paid. Once payment is remitted and the invoice is converted into a closed state, customers will be sent an email containing a purchase-specific URLs that provides controlled access to digital content.

Plays Well With AcuInvoice Domain Mapping

If you have enabled domain mapping in your AcuInvoice account, all invoices generated via the AcuInvoice Simple Store will originate from your mapped domain, thereby giving you the option of providing a more carefully branded purchase experience for your customers.

Unbeatable Price

The AcuInvoice Simple Store will be released without charge to the AcuInvoice community. Please note that transactions completed through the AcuInvoice Simple Store will automatically pass customer information securely to your AcuInvoice account. Therefore, if you believe you will have a very active store, be certain to have a subscription level that will permit you to have a sufficient number of invoiced clients.

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One week ago today, we updated the AcuInvoice server to version 1.0. AcuInvoice users have been sent an email notifying them of the server update and explaining some of the changes that were unveiled concurrent with this release. Most of the development items in 1.0 were administrative, but there were a few features and fixes that new and existing users will note.

AcuInvoice Pricing

The obvious change with 1.0. One of the critical issues in determining AcuInvoice pricing has been the identification of a metric that could potentially be used by both AcuInvoice, as well as by the customer relationship management (CRM)/ project management module we intend to release in the second half of 2008. The plans outlined in the AcuInvoice pricing page, therefore, are based primarily on the number of invoiced clients, since this metric more closely relates to concepts that will be introduced in these additional modules. All AcuInvoice accounts include unlimited invoices and unlimited contacts. Clients only count against your subscription once they have been invoiced.

Rapid Signup

We killed the big signup form in favor of a system that merely requires an email address and the selection of an AcuInvoice subdomain. Login credentials are created on the fly and emailed to you immediately. New users can simply click on the confirmation URL and will be taken into AcuInvoice immediately. We obviously recommend that you update your user information prior to sending any invoices (they would look rather naked in the absence of your business information, wouldn’t they?), but this method makes it super-easy for people to view the AcuInvoice UI and to take our system for a test drive.

Applying Discounts

Rick at HappyPa.ws (an outstanding domain name for a great service–I’ll be sending my sister-in-law your way, Rick) suggested that we provide a means of applying discounts to invoices. Though we will likely deploy something more robust in the future, we have added “discount” as an item type in AcuInvoice. We would like to gather more feedback from users regarding a more robust discounts module and have posted a thread on the forum on this topic. We would encourage you to participate in this discussion so that our development roadmap accurately reflects the requests of our users.

Rest Added Following PayPal Transaction Completion

AcuInvoice was consistently faster than the PayPal instant payment notification (IPN) service. Therefore, when invoices were paid via PayPal, they were returned to their invoice to find it still in an open state. This was confusing, and resulted from the fact that there is a moderate delay between the completion of a PayPal transaction and the delivery of IPN notification. We have therefore implemented a delay of a few seconds to allow the PayPal IPN to update the AcuInvoice server prior to returning users to their (hopefully closed) invoice.  If users encounter this issue again, let us know and we will increase the rest time a little more.  

Various Browser-Specific Display Fixes

The 1.0 release includes browser-specific fixes for Safari, IE 6, IE7, Firefox, and Opera. The most irritating bug related to a Firefox display issue that was specific for Mac OSX—strange.

Thanks

Thanks to the hundreds of AcuInvoice users who have contacted us, submitted tickets, and posted to our forums.  We are grateful for  your valuable feedback and please continue to contact us if you know of ways we can further improve AcuInvoice. We look forward to continuing the active development of AcuInvoice, implementing new features based on customer demand, and providing rapid, high-quality customer service. If you have any questions, or encounter problems of any kind, don’t hesitate to contact us.

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As we near the 1.0 release (delayed by several days by the arrival of Charlie), we are already actively coding features for AcuInvoice 1.1. This next release of AcuInvoice will include a number of user interface improvements, feature upgrades, and modifications designed to improve the overall user experience; details have previously been posted here.  In discussing plans for 1.1 with our engineers this morning, we have decided to seek feedback from the AcuInvoice user community regarding the notion of allowing subscribers to opt-in to the AcuInvoice staging environment, thereby providing access to an advanced preview of new features and allowing us to more rapidly assemble feedback that will make AcuInvoice more useful and productive for everyone. We stress that this would be on an opt-in basis and that users would not be required to use the staging environment. More details are below. If, after reading this post, you are interested, please post a comment or respond to the thread I have posted on the forum (go on, you know you want to join the forum).

What Is The Staging Environment?

We develop and test on an internal LAN, then perform advanced testing in a staging environment that has a configuration substantially similar to the live AcuInvoice server. Additional testing in the staging environment helps us find (typically minor) bugs that had previously gone undetected, and helps us further optimize the code prior to releasing it to the public. The more people use the staging environment, the faster the code can be optimized, and the faster the code will get out to the public.

Is It Safe?

Yes. We don’t put Blue Screen of Death code on our staging environment; it’s typically pretty solid and just needs to be reviewed by a few more users. Also, if we open up the staging environment, we would let you opt out at any time. Lastly, since we recently implemented Amazon S3 backups, we would easily be able to roll back your account to a previous day. The risk is quite minimal.

Why Would I Use The Staging Environment?

Good question.  Here are a few reasons.

1. You would get to see cool, newfangled features before everyone else.
2. You would get to influence the development process more directly; your input is likely to have an obvious impact on the final work product.
3. We would likely give out perks to staging environment users who provide significant help, feedback, etc.

If you think this sounds like something you might be interested in, let us know. Our go/no-go decision on this will be based largely on the level of enthusiasm expressed, so if you are interested, please let us know by commenting here or on our forum.

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As we near the launch of AcuInvoice 1.0, we have begun to update our development roadmap and set goals for the reminader of 2008. This post, which highlights features of the soon-to-be-developed AcuInvoice 1.1, is the first in a series of articles detailing our near term development goals and provides some insight regarding the direction of this service. Subsequent posts in this series will discuss (perhaps not in the following order):

• Plans for AcuInvoice 2.0, a major release scheduled for the second half of 2008
• Expansion of the AcuInvoice API and the release of an AcuInvoice-driven web store and
• Development of a CRM and project management module that integrates with AcuInvoice.

If you have any feedback on these, or any other, development items, please post a comment, start a topic on the forum, or contact us by email or phone.

AcuInvoice 1.1: An Update Scheduled for Late Q1 2008

The forthcoming 1.0 release marks both the conclusion of our initial development efforts, and the start of some important follow-on development. AcuInvoice 1.1, the first in a series of incremental updates, should be released late in the first quarter and will focus primarily on making the software more user friendly. Key features will include:

Dashboard Quick Actions

The AcuInvoice dashboard is ideal for scanning your invoices and identifying accounts in need of attention. However, working with invoices requires that you first click on the invoice, navigate to an invoice-specific screen, then select from one of several context-dependent actions. AcuInvoice 1.1 will include Dashboard Quick Actions, a series of functions allowing you to initiate context-specific actions from within the dashboard. You will no longer have to navigate to a particular invoice to receive payment, send a payment reminder, or deliver a thank you note; these actions will all be available via an intuitive dashboard interface.

Quick Reports

AcuInvoice has powerful built-in reporting features and allows you to customize reports. AcuInvoice 1.1 will extend this functionality by allowing you to quickly generate reports using a set of predefined input parameters.

Tag Editing

Tags are great for organizing your invoices and tracking various business segments. Though AcuInvoice’s tagging functionality is strong, it can be improved. The 1.1 release will allow users to edit tags and have changes automatically applied to all invoices.

Selective AJAX-ification

There are a few elements in AcuInvoice that can be improved through the selective use of AJAX. Expect minor improvements throughout the application in this regard.

Adios, Unnecessary Pop Ups

A few unnecessary pop ups somehow managed to remain in the current code (we’re actually not sure how they managed to get there in the first place!). They will soon exit stage right.There will likely be several other small items included in AcuInvoice 1.1. Significant new features, however, will be included in AcuInvoice 2.0 (scheduled for the 2nd or 3rd quarter), and will be unveiled concurrent with the alpha release of a CRM & project management module currently in the planning stages. More on this major release (AcuInvoice 2.0) soon.

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Having just announced the release of the final beta version of AcuInvoice, it seems appropriate to detail the new features and enhancements soon to be introduced in our 1.0 release. Our remaining to-do list for the 1.0 release is quite short, and most are backend items that won’t meaningfully alter the user experience. Still, a few are worth noting, and details are provided below. Posts describing plans for AcuInvoice 1.1 and beyond are soon to follow.

Incremental Backups Powered by Amazon Web Services

We’re sold on Amazon Web Services.  We currently use Amazon Simple Storage Service (S3) as an offsite backup solution for our internal files and have decided to use S3 as a means of providing AcuInvoice subscribers an added level of security. Concurrent with the 1.0 release, we will be implementing a script that conducts nightly incremental offsite backups of your AcuInvoice database and configuration files to Amazon S3. This backup is in addition to, not a replacement for, the redundancy already provided by our server’s RAID configuration. S3 resides on one of the world’s most secure, robust, and redundant IT infrastructures, and we are happy to provide this added level of data redundancy to our subscribers.

Optimize Invoice Printing

For those who snail mail their invoices, we will be implementing minor changes to the invoice print format.

Unified Search Solution

Our blog, forum, and marketing site are all powered by different technologies. Additionally, we will soon initiate the development of comprehensive documentation (possibly via another CMS), which will increase our need for efficient, accurate search. While each platform has an available internal search function, it would require some hacking to build a function that works site-wide. We are therefore implementing Google’s Custom Search Engine to allow users to locate relevant content regardless of its location on the AcuInvoice domain. Why hack when you can just use Google?

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Last Friday we updated the AcuInvoice code to the 0.4 release, the final version prior to the forthcoming commercial release. This update includes a number of feature additions, UI modifications, and minor bug fixes, the highlights of which are described below. User feedback continues to drive the rapid improvement of AcuInvoice, and we thank those who have submitted tickets, contacted us by email, or phoned us with constructive criticisms. Your observations and attention to detail help speed development and make AcuInvoice a better product for all users. As regards the timing of the first commercial release, this could happen as early as next week or as late as the first week in February. The uncertain timing derives from the expected arrival of a son (our first) in the coming days. Following his birth, I’ll be tending to things at home for several days, and will delegate most customer support duties my very capable and responsive colleagues. Lastly, there are several important blog entries we will post in the coming days, among them posts on pricing, plans for AcuInvoice 1.0 and beyond, the development of a CRM application that integrates with AcuInvoice, a funding announcement, expansion of the AcuInvoice API, and the forthcoming development of a web store script that utilizes the AcuInvoice API. Check your feeds regularly, and please post a comment, visit the forum, or contact us directly if you have any questions.

Highlights From the 0.4 Release

Invoice Notes

Several users requested the ability to add custom notes to an invoice. This feature is already being used to provide invoice recipients with additional payment instructions, VAT numbers and more. You can set a default note in My Account–>Preferences, and can easily modify the default note each time you create an invoice. If users have and additional feedback regarding this feature, please let us know.

AcuPort 0.3

With assistance from Luc Latulippe we have optimized the AcuPort code such that we can now import–with just one click–several dozen contacts and a large number of invoices rapidly and seemingly error free. As a reminder, AcuPort is a function in AcuInvoice that allows you to import all of your Blinksale data into AcuInvoice so that you can try our service risk free and without data loss. We have previously posted a more detailed description of AcuPort, and suggest this post if you’re interested in the relevant background information. If you have a particularly large Blinksale account and would like to give AcuInvoice a spin, please give us a call or email us at support (at) acuinvoice (dot) com and we will initiate the data transfer during off-peak times.

PDF Attachments

Linsey requested that PDFs be included as a supported invoice attachment file type. You can now attach doc, .pdf, .txt, .jpg, .png, and .bmp files to invoices. Please post a comment or submit a ticket if you would like to enable another (non-executable) filetype for attachment.

Coupon System

We have added a coupon script to AcuInvoice and will issue to our Early Adopters a code that provides a significant discount on paid plans. Coupon codes will be sent via email in the coming days.

Bug Fixes

Custom CSS & Template Parsing

Dean at ClickSolution observed a bug involving the use of custom CSS to design invoices and estimates; this bug has been fixed. Additionally, Dean pointed out a template parsing bug (also fixed in this release) and well as a couple of easily implemented UI improvements. Thanks for these great suggestions, Dean—we truly appreciate your help.

Safari/Amazon Payments

We identified an Amazon Payments bug specific to the Safari web browser. This has been fixed.

British Pound

This release includes the repair of a minor bug related to the display of the British Pound in the comments section.

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This morning we applied a major update to the AcuInvoice code and are designating this the 0.3 release. We have managed to stay on track with our development calendar, but held off on this release until we were able to get all of the languages files updated appropriately. Thanks again to Charles Jean for his outstanding translation services. The 0.3 release includes a number of significant updates, most notably an improved sales tax system and support for Google Checkout and Amazon Flexible Payment Services (Amazon FPS). With the release of these features, we now have only minor updates to apply prior to the initial commercial release of AcuInvoice. We expect these updates to be completed throughout the remainder of December and into the first week or two of January. As a reminder, subscribers who sign up prior to the initial commercial release will be entitled to a subscription plan that will not be available to those who sign up after the 1.0 release. Details on 0.3 can be found below.

Google Checkout

Perhaps the most obvious update in the 0.3 release is the integration of Google Checkout and Amazon FPS. For those who may not be familiar with these payment options, both Google and Amazon.com have recently entered the online payments market and are offering extremely competitve rates for payment processing. Google Checkout currently has the simplest of fee structures: FREE. Payments processed through Google Checkout are completely free until February 1, 2008, after which they will charge 2% plus $0.20/transaction. Additionally, if you advertise on Google AdWords, Google will credit your Checkout account for the processing fees on charges of up to 10X your monthly AdWords spend. For example, if you spend $100 with AdWords, your first $1000 of Google Checkout processing is free (a $20 savings in this example). Lastly, non-profit organizations will not be charged any processing fees for donations processed via Google Checkout until 2009.

Amazon FPS

Like Google Checkout, Amazon FPS offers advantages that are likely to accelerate its adoption. First, since every Amazon.com customer already has the ability to make payments through FPS, Amazon FPS enters the online payments market with an astounding 70 million accounts. Second, as Paul Stamatiou has very keenly noted, Amazon FPS is an ideal solution for micropayments and will be the only economical choice for businesses selling a large number of low cost items.

Improved US Sales Tax

The current release includes expanded support for sales tax, with an emphasis on US markets (for now). Subscribers can specify sales tax rates for different states and can even create different tax rates at the city level. The improved sales tax system is located in My Account–>Sales Tax. Please try out the system and let us know what we can do to make it even better.

Please Kick The Tires!

The overwhelming majority of the improvements to AcuInvoice are attributable directly to feedback from our users. We love hearing from you and strongly encourage you to contact us at support (at) acuinvoice (dot) com if you find something that doesn’t look quite right or if you have constructive criticisms of any kind whatsoever. Thanks again for your support.
Regards,
The AcuInvoice Team

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On Friday we released AcuInvoice 0.2. This update includes multi-language support, translations into Spanish, French, and German, several minor feature updates, and a handful of minor bug fixes. Additionally, we have finished programming our improved tax support system, though (for reasons described below) it is not included in this release. We’re considerably closer to a 1.0 release than the 0.2 nomenclature suggests and are targeting early January for the initial commercial release of our service. Additional details on this release are below.

Multi-Language Support

The most significant feature of the 0.2 release is multi-language support (MLS). Though MLS has been programmed for some time, the textual content of AcuInvoice has been evolving so much that it would have been impractical to have translations performed prior to last week. MLS is quite simple; just click on the flag indicative of your language of choice and the new language file will be loaded. These icons are found in the header area of the site and application. Our server logs indicate that many of you have already discovered as much.

What Gets Translated?

The application, the static portions of the AcuInvoice marketing site, and certain application email templates. The email templates we have translated are those that are system generated, not those that are editable by an AcuInvoice user.

Item Numbering Updated

When adding items to invoices, you can now have things such as 1.50 hours. This might get tweaked a bit more in the future, but for now it should provide the additional flexibility that many of you have requested.

AcuPort 0.2

We have updated AcuPort to include some bug fixes, minor changes, etc. This will probably be released as a standalone PHP script, a desktop application, or both in the coming months. Prior to releasing this, however, we have more features we will be adding.

Tax Support Finished

We have finished programming our improved tax support system. A minor consequence of our new multi-language platform, however, is that it is necessary to have language translations performed in advance of new feature releases. Therefore, we need to hold off on releasing this until such time as we can have translations of these new screens performed. We’re going to bundle these translations along with a few other forthcoming feature releases (Google Checkout, etc.), thereby minimizing the amount of work required by our translators.

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Two unexpected business trips rendered this blog quiet for the past several days.Despite the silence, we continue to make considerable progress and will be releasing a series of important incremental improvements over the coming weeks. Below is a tentative release schedule for these features. Please continue to email us your comments, questions, and feature requests to support (at) acuinvoice (dot) com. The amount and quality of feedback has been exceedingly helpful and we thank our users for their support and active participation in this effort.

Multi-Language Support: Week of 11/19

Translations into Spanish, French, and German have been performed and multi-language support will be released this week. While the homepage and tour page of the marketing site will be translated as well, the blog and our responses in the user forums will remain English only.

Improved Tax Support: Week of 11/19

We are actively coding an improved sales tax system that will allow you to specify the states/regions where you need to charge sales tax. This will be a useful feature for those who send large numbers of invoices and who are required to charge different rates of tax based on the presence of a local office in one state or another. We expect to launch the improved sales tax system late this week or early next week.

Partial Hours: Week of 11/19

Several people have asked us to loosen the current restriction on having only whole hours. By the end of the week you will be able to input things such as 1.4 hours as a line item on your invoices. Thanks to several people, in particular Phillip Blake, for feedback on this issue.

AcuPort 0.2: Week of 11/19

We are implementing a series of new features and bug fixes to AcuPort, the import/export scripts that allow you move data between AcuInvoice and Blinksale with just one click. Thanks to Luc Latulippe for providing a robust test case for AcuPort and for helping us uncover a few subtle issues related to this important functionality.

Various Fixes: Week of 11/19

There are a few other minor fixes that will be released this week, among them an issue related to the invoice date picker.

CSS Based Invoice Layouts: Week of 11/26

The invoice template file includes a few unnecessary tables. In the coming days, this will be revised such that divs are used whenever possible. This will let users float most elements in the invoice and will enable more sophisticated customization of invoices. If you are currently using something other than the default CSS file, you will likely have to update your style sheet once this new template file is released.

New Invoice Designs: Week of 11/26

Concurrent with (or shortly after) the release of the revised template file, we will start releasing a series of CSS files that will allow you to apply a different look to your invoices. Thanks in advance to Ben Gray for what are certain to be beautiful invoice designs.

Google Checkout and Amazon FPS: Week of 12/3

A few users have asked about the timeframe for the release of Google Checkout and Amazon FPS support. As of today, we are anticipating support for these gateways in early December. This will bring the number of supported payment gateways to five. Please post additional payment gateway requests to the forums or email us (as most of you seem to prefer) at support (at) acuinvoice.com. We’ve already had requests for gateways including WorldPay and eWay. If you’d like to second your support for these gateways, or if you would like to nominate others for inclusion in AcuInvoice, let us know and we’ll consider putting them on the development roadmap.

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