21 February 2012

Clear Books - electronic invoicing (good and bad)

Clear Books has some good tools for electronic invoicing.  Not only can you capture a pdf, there is a tool to click to email the invoice.  The good part here is that instead of sending a pdf as an attachment, it sends an email with hyperlinks to both the invoice and a live statement.

The advantage is that the client can see the latest details.  The disadvantage of course is that if for any reason you were not up to date, the client can see that too!

Security thought: if the hyperlink remains valid for that client for all time and continues to show live information, a former employee of the client with the hyperlink would still have access to live statements and by drilling down, to the invoices.  Need to follow this up.

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