Category: Release Notes

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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
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.

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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.

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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.

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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!

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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!

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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.

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Release Notes

Quickbooks Integration & Invoice Numbers

• Finli’s integration with Quickbooks is finally live! Easily and automatically sync customers, invoices and payments.

• Send and store Digital Receipts as soon as customers successfully complete payment on an invoice.

• Invoices are now automatically numbered and say hello to a new Navigation Bar!

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Release Notes

Improvements to the Invoice Payer Experience

• Introducing a new approval experience for making changes to an invoice when a customer has already scheduled payment. We’ll simply confirm the changes with your customer!

• We’ve improved the Invoice Payer experience with updates to our Payment Links. Payers will now have the ability to easily modify payments and turn on Autopay.

• See all deposits headed to your Bank Account in our updated Deposits Sent view. Click on any deposit to view payment details.

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