We have developed several new improvements to our online invoicing software.
These new features have been selected from among the most requested by our users, other features are in preparation and as we usually do, these new features will be improved based on your feedback.
Improvements to customer tracking and notes on documents.
Customer notes and document notes are widely used and very useful, with the new improvements: they become even more useful
Types of notes
You can now define your own types of notes and choose a color to differentiate them well.
Notes listing
A customer notes listing has been implemented, this allows you to find all your notes and perform searches according to several criteria: notes by customer reference, notes by quotes, notes by invoices, notes by types...
Search on notes from the listing of invoices, quotes, purchase orders
You can now filter your quotes, invoices... by searching on the text of the notes.
Linking notes on several converted commercial documents.
When you enter a note on a quote that you convert to an invoice, this note will now also be visible on the quote and the invoice.
But we have gone further, if you cancel this invoice and enter a note on the credit note, you will be able to see this new note on the invoice and on the quote.
Work order from a quote, purchase order and invoice
You now have the possibility to print a work order that includes the items and quantities listed on your quotes, invoices and purchase orders.
Work orders have been requested especially for construction companies that need to provide their workers with the description of work to be performed at the customer's location based on the quote and sometimes the invoice (work verification).
Work orders can also be used to prepare an order without the employee preparing the order being able to see the sales prices indicated on the purchase order.
Email sending of proforma invoices (French version of our invoicing software)
In the France-specific version of our invoicing software, invoice creation must go through the creation of a proforma that must be validated before transforming this proforma invoice into a final invoice.
In certain cases like credit or financing requests from a bank, this proforma must be sent by email, this is now possible with our online invoicing software.
Block a customer
You now have in the customer file, the possibility to block a customer in two different ways:
- You can prevent the creation of new commercial documents for this customer.
- You can receive a warning message when you create a commercial document for this customer.
Other new features in preparation
We are preparing many new features: factoring, invoice financing, invoice collection, task manager with reminders and notifications...
Flexina is your favorite invoicing software because it is designed for you and with you, contact our support if you have suggestions on the new features implemented and coming.
Feel free to come share your experiences and impressions in the comments. Don't forget to come test our online invoicing software free for 15 days. Do you have questions, need tips or want a free demonstration of our software? You can contact us at any time. We will respond to you as soon as possible.
