We charged into the year at lightning speed, and thought we’d take a moment to recap the latest product updates we’ve released for our small business customers. We spent the first 3 months of 2018 focused on speed-of-use, with our app updates concentrating on automating daily tasks, and making it even easier to create, edit and send invoices.
Here’s a look back at the latest features:
Today – your daily to-do list
Today is your one-stop shop to help organize your day. It’s designed to help keep you on top of the money that’s owed to you and make following up on overdue payments even easier. Now you can wake up each day with a ready-made to-do list and start ticking things off without even getting out of bed.
An improved experience for your customers when they pay
You might have already seen—and hopefully used—our new customer portal. We launched it a few months ago as an easy-to-reach place for your clients to view and pay their invoices.
The new updates to the portal include payment options that are clearer and easier to use, and an option for clients to download or print an HTML-version of their invoices. Now you can rest easy, knowing you’re putting your best foot forward with your customers, every step of the way.
A way to send your estimates, memos, and POs through messaging apps
A couple of months ago, we announced that you could start sending invoices from any messaging app on your phone. The idea was to give you an easier way to communicate with your clients in an immediate way, without your invoices getting lost in the inbox.
We’ve heard nothing but good feedback about using messaging apps to invoice (including a 40% higher pay rate than email) so we wanted to take it a step further. This quarter we added the ability to use any messaging app on your device to send all your documents to your clients.
Autocomplete addresses and map integrationNow when you type in a client’s address, Invoice2go will automatically suggest addresses as you type, so you can select the correct address for a client the first time, and every time.We’ve also added map integration to the client profile screen. After you select a suggested address, the map will populate on the client profile. Tap on the map and you’ll be taken directly to your device’s map app so you can quickly plan your route.
Faster invoicing, with fewer steps
One of our biggest updates for the quarter was speeding up the time it takes to create an invoice, so you can edit and send invoices faster than ever before. We cut down the steps in the invoice creation process, so you now have everything you need to create the perfect invoice in one spot.
Interactive invoice preview with new action barA new action bar was introduced to give you more flexibility—from it, you can send an invoice right away without having to preview it (unless you choose to), giving you a faster workflow where you’ll be done in fewer steps. Plus, your invoice preview is no longer a stand-alone screen, you can now email, message, or add payments to an invoice directly from the preview screen.
Smarter expenses that work harder for youTo help you work quickly while you’re on the go, we’ve made expense tracking smarter. Merchants now autocomplete, a list of the most commonly used categories has been added, and the expense description is no longer a required field. Plus, we’ve just added the ability to easily export all of your expenses, with photos of your receipts attached.
Better management for your estimates with the addition of approval statusEstimates are key to winning new business, and we wanted to make sure that you’re set up for success. We organized your estimate list so you can now easily see what estimates are ‘pending’ vs ‘done’ and also added the ability to mark estimates as ‘approved’ or ‘declined’.
And other enhancements you’ve been asking for…
- A more flexible date picker for your reports so you can get the data you need, faster.
- The ability to easily see reports data across several months, quarters or years.
- Credit memos are now reflected as a line item on your Statements.
- Overpayments are now also highlighted on Statements.
- Increased space for Terms + Conditions so you can now enter up to 9,000 characters.
- Enhancements to the emails you send your customers, to keep you looking professional and help you get paid faster.
And there’s more to come! Our team is hard at work on new product improvements based on the feedback you share with us every day, as well as exciting new features that will make it even easier for you to run and grow a successful business.