Category: Release Notes

Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Search

Category: Release Notes

Not finding what you’re looking for? Try searching a different term or check out the Learning Center for a library of helpful Finli tips and resources.

Search

Partial Refunds + Other Enhancements

• NEW FEATURE: Partial Refunds! This update allows businesses to provide refunds tailored to each unique customer situation.
• ‘Last Action’ highlight on the invoices table showcases the most recent activity for each invoice like notifications, payments and refunds!

Read more
Release Notes

Updates to Invoice Builder Experience

• Advanced invoice notification controls now allow you to CC email recipients or turn off notifications altogether.

• Credit Card Processing Fee settings can now be set on each individual invoice and managed within the invoice builder experience.

• Updated invoice date fields, PDFs, and History Logs allow for greater invoice customization and detailed tracking.

Read more
Release Notes

Introducing Apple Pay + new security measures!

• Apple Pay is now available for customers on all invoices and Pay-By Links! With Apple Pay, making payments through Finli is faster, more secure and incredibly simple.
• ReCAPTCHA has been added to all Finli Pay-By Links for enhanced protection and security.

Read more
Release Notes

Finli Mobile App + Inventory Bulk Import

• Finli is now available on the App Store and Google Play! Enjoy all the same functionality, right from your mobile device.
• Pricing Items and inventory levels can now be bulk imported from a CSV. Save time updating quantity on hand and add new pricing items instantly.

Read more
Release Notes

Duplicating Invoices + Exciting Updates to the Invoices Page!

• Tired of sending the same invoices over and over again? Save time and streamline your billing process with the new Duplicate Invoice feature!
• We’ve updated the Invoices Tab to show both one-time and recurring invoices in a simplified, organized view – with all the same functionality.

Read more
Release Notes

Say hello to Recurring Payments

• Your customers can now set up recurring payments or donations through your Pay-by Links! Avoid the headaches of following up on payments – just set it and forget it.

Read more
Release Notes

Pay-By Link + Invoice Sharing Improvements

• *NEW* Pay-by Links allow you collect payments without the hassle of creating an invoice. Customers can send your business any amount, at anytime.

• Invoice updates make it easier for customers to share and collaborate on payments. Reduce back-and-forth and get paid faster!

Read more
Release Notes

Referral Program, Refunds & In-App Updates

• Share the Finli love with your network, and you’ll each get a free month!

• Refunds can now be initiated from within the Finli Dashboard while payments are still in progress. No more waiting, no more delays.

• Get notified about new features from right inside your dashboard – check out What’s New!

Read more
Release Notes

New Invoice + Quote History Features!

• Quote and Invoice timelines make it easy to see when customers have viewed your invoices, changes were made, and statuses have updated.

• Make informed decisions about follow-up and understand customer engagement.

• No more uncertainty; know precisely where your documents stand and when they capture your customer’s attention.

Read more