Check Out Our Latest Invoicing Updates!

Web Wisconsin • Feb 16, 2024

02/16/2024: Check Out Our Latest Updates!



Exciting Updates: Elevating Your Payment Experience!


We are thrilled to announce a wave of incredible enhancements to our payments, invoices, and receipts system!


Experience a seamless way to customize all your notifications, simplifying the process of sending out updates and ensuring a smoother transaction journey for you and your recipients.


Stay tuned as we unveil these exciting features designed to elevate your payment experience to new heights!





Other Recent Invoice Updates:



02/12/2024: CC & BCC Feature Now Available for Invoices!


We are thrilled to announce a new and exciting feature for our business users - the ability to add CC and BCC to all the invoices they send out. This latest enhancement is designed to streamline communication and collaboration, making it easier for business owners to keep all stakeholders in the loop.


With this new feature, if a contact has any secondary emails configured alongside their primary email, these additional email addresses will now be available to select when sending out an invoice. This means that business owners can effortlessly include all relevant parties in the invoicing process, ensuring that everyone stays informed and up-to-date.

We believe that this enhancement will revolutionize the way our users manage their invoicing processes, providing greater flexibility and efficiency in their communication strategies.


Stay ahead of the curve and make the most out of this exciting new feature to take your business to new heights!





01/19/2024: Check Out Our Latest Updates!


Exciting News!


We are thrilled to announce that we have added a new feature to our CRM system that will make managing payments a breeze for our valued contacts.


Introducing Transactions, Invoices, and Subscriptions directly inside the CRM contact record! Now you can access all these important details in one place, making it easier than ever to stay on top of your financial transactions.


No more searching through multiple platforms or navigating different menus. With this new update, you can conveniently link directly to these items for more information or to take immediate action.


We believe that this enhancement will greatly streamline your payment management process and provide you with a seamless experience.


Keep an eye out for this exciting new feature and enjoy the benefits of having all your transaction-related information easily accessible within the CRM contact record.


But wait...there's more!


The team has just launched the new Invoice APIs, providing brand new endpoints for invoicing. They have put in a great effort and released a large number of APIs. Now, you can take advantage of these APIs to create both one-time and recurring invoices. It's an exciting opportunity to start using the APIs and streamline your invoicing process today!







12/22/2023: Record partial payments on invoices LIVE!


We are thrilled to announce that now you have the ability to record partial payments on invoices LIVE!

With this latest feature, you can easily record partial payments on both the invoice list view and invoice detail screen.


But that's not all! When you record a partial payment, our system will automatically notify your clients by providing them with a detailed receipt. This ensures complete transparency and professionalism in your business transactions.


Moreover, the invoice will be marked as "partially paid," allowing you to keep track of all your outstanding payments accurately.


We believe that this new functionality will greatly simplify your invoicing process and enhance your communication with clients.


So, what are you waiting for? Experience the convenience and efficiency of recording partial payments on invoices live today! Start making your invoicing process even smoother and more professional.


Stay tuned for more exciting updates! We're continuously working to provide you with the best tools to streamline your business operations.




08/08/2023: Businesses will now be able to void a sent/overdue/paid invoice!


This solves a major pain point when a client cancels in between a scheduled recurring template and there are some pending invoices that were never paid. Voiding an invoice eliminates the friction with such invoices which are no more collectible and disturb the overall payments statistics.


If the invoice was paid (card payments or recorded manually), the associated transaction needs to be fully refunded first to void the paid invoice. Businesses also have the option now to fully/partially refund manual payments recorded on invoices


Voided invoices will not be visible in the list view by default, but can be specifically filtered using the Void filter. If an invoice is voided, it will not affect the invoice statistics displayed on the Invoices list page. Audit logs will be maintained for all the void, delete and refund actions performed


Awesome job payments team!




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