Pro Forma Invoice

In MoneyPenny, if you create an invoice and do not activate it – so you just save as a draft – you have yourself a “Pro-forma invoice”. This invoice is only visible from account owners profile and staff members’ profiles (administrators, team leaders, team members). It isn’t displayed on “Invoices […]

Link Invoices to Projects

With MoneyPenny, it takes a few seconds to link an invoice to a project. You just have to choose that exact project from the dropdown list in the “Select Project” field on “Edit Invoice” page. Once you complete this action, you’ll be able to see this invoice in the Invoices […]

Text-block Templates

MoneyPenny helps you automate and simplify your business correspondence, while making it appear more professional. Therefore, we propose default texts for many of the messages you send through your MoneyPenny account. All these messages, plus default invoice/estimate intros or default Terms and Conditions can be found in Settings -> Text […]

Payment Reminders – Automatic and Manual

MoneyPenny helps you get paid faster by enabling you to set up Payment reminders which will be sent to your client if the related invoice is overdue. This can be done either automatically or manually. Automatic Reminders To customize auto-reminders, go to Settings -> Reminders.  Here you can see 3 […]

User presence status

MoneyPenny supports user statuses (similar to Skype or other instant messaging apps) in order to keep you updated with your team’s time. From now on you’ll have a clear view of who is working on what, who is on vacation or enjoying a break, etc. At any point, users can […]

Save default for payment method

MoneyPenny takes another step to speed up your payment process: we now save your last-used “Payment method” as default. So if you chose “Bank Transfer” when entering the most recent payment, this payment option will be features by default in your next payment.  

Delete custom template

If you want to delete any custom templates, you can do so within seconds. The “Delete” button is only visible when the custom template is selected. Your MoneyPenny path for this is: Settings -> Stationery Templates.

New role for temporary staff

For the temporary staff on your team, in MoneyPenny you can use the role “capture data”, which is a restricted “team member” role. You can use it for new employees which only need to capture or view specific expenses and time tracking data, with no access or viewing rights to […]

Extend “Timesheet Details” report

For those interested in simplifying the “Timesheet” data overview, we’ve added a new filter: “Details”/ “Summary”. Use it to hide/unhide details in a “Timesheet Details” report and see only the total hours for projects. Here is the “Detailed” view: And here is the “Summary” by staff members:

Administrator Roles

Set staff as administrators You may add an additional administrator to your account. That person can do the same as the account owner except performing subscription changes. To set a staff member as an administrator, enter the staff editing page (‘Contacts’ ➝ ‘Staff’) and select the role ‘Administrator’ in the […]

Expenses for internal projects

Expenses for an internal client project Are you selling projects to clients? (e.g. in real estate) Track your expenses on internal projects and add them automatically to the final project invoice. To do that, follow the simple steps: ‘Expense’ tab ➝ ‘Add Expense’ ➝ mark the checkbox ‘Attach to project’. […]

Customize the Invoice Format

Adjust the invoice format to your needs The invoice format customization is a very powerful function. With this wizard you can adjust and group invoices with time entries easily in every possible format. Invoices with time entries can be very long and it isn’t always needed to have all details […]

Quickly change your templates

Quickly change your estimates / invoices templates In the estimate and invoice preview, there is a link which helps you change the layout template within seconds. You can find it above the draft, as shown below: To change it, press the layout template link which will open the layout overview. […]

Hide the “powered by MoneyPenny” branding

Remove the “powered by MoneyPenny” branding Subscribers on a paid plan are able to remove the “powered by” branding from: * estimates and invoices; * the MoneyPenny branded footer in our automated emails. In order to hide the “powered by” display on invoices or estimates, go to ‘Profile […]

Default Terms & Conditions

Default text for terms & conditions If the same terms and conditions apply to all your business documents, you can easily add them in the ‘Default Terms and conditions’ block, to have them featured automatically on all invoices or estimates. Go to ‘Settings’ ➝ ‘Preferences’ and in the section ‘Initial […]

Client VAT ID

Client VAT ID on invoices There are countries where you are legally bound to add the client VAT ID (tax number) on the invoice if a certain amount is exceeded (e.g. Austria – for invoices over 8.000 € – or in case of a reverse charge notice). Go to ‘Contacts’ […]

Document Space

Your personal document space Since we started MoneyPenny to help you run your business from one place – your MoneyPenny account – we also give you 1 GB of personal document space where you can safely store files. If you would like to access your files, check how much space […]

Personalized E-Mails

Your personalized MoneyPenny E-Mails Estimates, invoices and payment reminders are sent by using your personal or business e-mail instead of Any ‘Account Owner’ email can qualify as a sending e-mail address. This gives your business correspondence a more personal touch while nurturing a professional and trustworthy relationship with your […]

The referral code

Your own referral code We support an easy-to-remember referral code based on your first + last name and maybe a number (e.g. MartaMustermann or MartaMustermann1). Use it, promote it on your online channels and share it with your friends, colleagues or business partners. Each time someone uses your code to […]