Feature Update: Invoice Editor Enhancements & New Features
Version: 1.2.0-beta.3
Release Date: November 28, 2024
We’re rolling out several exciting updates to help you manage and customize your invoices more efficiently. These new features are designed to improve your user experience, streamline workflows, and offer better financial tracking.
New Features & Enhancements
🖊️ Revamped Invoice Editor (Left Panel)
The left-side panel of the Invoice Editor has been redesigned to offer improved navigation and customization options.
Key Updates:
- Simplified layout for quicker access to editing tools.
- Clearer options for customizing invoice details (e.g., logos, payment terms, and custom items).
👣 Step-by-Step Invoice Design Walkthrough
For new users, we’ve added a step-by-step walkthrough of the Invoice Editor. This feature will guide you through the invoice design process, so you can quickly create professional-looking invoices.
Key Updates:
- A guided tour of key features in the Invoice Editor.
- Tips on customizing layouts, adding fields, and formatting for professional results.
📧 Automated Email Payment Reminders
To streamline your accounts receivable process, we’ve introduced automated email reminders. These reminders will notify your clients when an invoice is overdue.
Key Updates:
- Automatic sending based on your invoice’s due date.
💵 Weekly Financial Summary via Email
Stay on top of your finances with a weekly email summary that includes all the key financial metrics you need to track.
Key Updates:
- Overview of total income and expenses for the week.
- Detailed report on paid and overdue invoices.
- Quick financial snapshot for effective decision-making.
📱 Known Issues
Mobile Optimization:
The invoice editor’s preview and editing functions on mobile devices are currently being optimized for a smoother experience. Look out for improvements in the next release.
😎 Exciting Updates Coming Your Way
We’ve added your requests to our development pipeline and are actively working on them. Here’s what’s in progress:
Country and State Default Selection
For new clients or invoices, we're exploring solutions to make default selections easier and more intuitive.
Reference Field Issue
We’re investigating a minor issue with references to ensure it functions seamlessly.
Template Emails
We're planning to introduce customizable email templates with merge capabilities, enabling you to draft and save text templates efficiently.
💬 How to Provide Feedback
Since these features are in beta, we value your input on any issues, bugs, or improvements. Your feedback is crucial in helping us refine these features. Please send your comments or bug reports to support@fynloapps.com.
🛠️ Need Assistance?
For any questions or if you need help with any features, please reach out to us at support@fynloapps.com.
We’re always here to help and excited to see you make the most of these new features! 😊
Thanks,
Hannah & the Fynlo Team