Product Update / August, 2022

Customer Portal 🔗

You asked, and we delivered. 🧡

You can now invite your customers to keep track of all their invoices and recurring invoices from their dashboard.

It's super easy, and it will save you time in the long run—so we're excited to make this available to you! 🥳

📘 Refer to this documentation for more details.

Manage scopes 🗃

The best way to manage your records! ⚡️

Create a group of invoices, estimates, and transactions (e.g. project, goal, etc) and assign only specific members to manage them. Only the added members to the scope will have access to view, edit, and delete data.

📘 Refer to this documentation for more details.

Roles and permissions 🛡

We've added two new roles so you can control the access to your data. Here's what they do:

• Employee: Access only to assigned scopes.
• Manager: Access to all scopes.
• Admin: Access to everything.

This makes it easy for you to manage different groups of people who need access based on what projects they're working on or departments they belong to! 😎

📘 Refer to this documentation for more details.

Manage taxes

You're right—it's not easy to remember all the tax rates and names and add them every time you invoice a customer. Now, all of this is automated. All you need to do is add them at once from Settings > Property Setting > Taxes and use them from the invoice builder. 🏗

Add taxes per invoice item

Do you want detailed taxable and non-taxable products on one invoice? We've got you covered! ⚡️

We've added an option to easily add tax per invoice item. And not only that, you can add multiple taxes with a tag in the invoice preview for details about the taxable and non-taxable products.

Allow multiple extra fields and taxes

We recently added the option to add an extra field in the invoice builder with a custom name and value. Now you can add up to 3 fields per invoice. Yay! 😁

Export invoices as CSV file

We've extended our data exportation to support CSV format. Now you can export your data easily and quickly.

Other changes

In addition to the stuff mentioned above there are a few smaller updates worth mentioning as well:

• Select a specific payment provider for a specific invoice from your connected payment providers.
• Increase the number of characters in the Terms field.
• Allow text selection in draggable invoice items.

Upcoming

• Public Customer Portal: Create a shareable public link to access the Customer Portal without creating an account and embed it in another dashboard or portal.
• Add searchable tags to invoices and estimates. 🏷️
• Add more analytics widgets.
• Shopify integration. 🔌
• Calendly integration. 🔌
• Track inventory.
• and more! ➕

Stay tuned 🚀