Better Invoice Management with Balance, Tags, and Sent Tracking

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You can now manage invoices with more clarity and control in YaalaGo CRM:

  • View a Remaining Balance column directly in the invoice list, displayed with proper formatting.
  • Filter invoices by client using multi-select to quickly see open invoices for specific accounts.
  • Add and filter by tags to connect related invoices.
  • Use the Mark as Sent action to track when an invoice goes out. The system records the date and time, updates when you resend, and shows this as a badge in the invoice list.

These changes make it easier to keep track of invoices, find what you need, and stay on top of client communication.