Did you know you could double click on a client in the source list to open the Client Inspector? Or how about double clicking a report in the source list to run it? You can also double click an invoice row to open the edit invoice sheet.
We are striving to make sure little things like this work well in ProfitTrain. If you have any suggestions for a user interaction that you’d like to see, please let us know.
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If you are just getting started with ProfitTrain you may wonder why some clients show up as red in the source list.
To help you get a quick sense of which clients owe you money and have outstanding invoices (invoices that are due on receipt or are past their due date) we will display that client name as red in the source list.
Additionally we will display the outstanding invoice row in the main invoice table as red to distinguish it from the other paid or open invoices.
We hope this cue helps. As always, if you have any feedback, let us know.
One of the things I want to do on this blog is to profile ProfitTrain users and their businesses. (Inspiration via The Setup.) I’ve experienced a lot of this via personal emails but I think it might be fun to share all the various types of people who are using ProfitTrain. I’ve seen professions from lawyers, therapists, web designers, authors and even dog walkers to name a few.
If you would like to participate in a ProfitTrain Business Profile please answer the following questions in a short essay (~200-400 words). Submit the essay as plain text and include a high resolution photo that represents your business (one that I would have permission to publish) to mike@clickablebliss.com with the subject line “ProfitTrain Business Profile Submission”.
Please be understanding that every submission won’t get published.
ProfitTrain Help: Creating an Invoice Template -
I rewrote the help article on creating a custom template yesterday. Previously it assumed you were starting from scratch but now offers a template bundle to start with (a variant of the default Plain Jane). Let me know if you have any questions or feedback.
“Reporting in ProfitTrain is the best I have ever seen. Everyone should be getting excited about the final release for this.” — Wesley Phoenix
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