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August 2021 Releases

 

[NEW] Tags for List of Overdue Invoices and Longest Days Overdue

How it works:

Now admins can use new tags in their workflow templates which indicate a list of overdue invoices and the number of days overdue for the longest overdue invoice

Why you'll love it:

You can easily indicate to your clients which invoices are overdue and how long is the oldest overdue invoice.

         Take a look:

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[NEW] Reset password functional

How it works:

Now admins can reset passwords for any user in their organization directly from the User Management section.

 

Why you'll love it:

  1. Save yourself and your users time by sending immediate password reset emails.

 

Take a look: 

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[NEW] Set credit limits on a customer level
How it works:
Previously credit limits were only set on a workflow level, but now you can set credit limits for each customer separately
 
Why you'll love it:
  1. This feature provides granular control over credit limits, where you can specify any
       exceptions
  2. Get more accurate reports
  3. Get better transparency of your customer status
 
Take a look:
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