Release Notes
Updates to Team Settings
We’re excited to announce updates to the Team Settings – we’ve made managing your business’s team permissions easier and more
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.
We’re excited to announce updates to the Team Settings – we’ve made managing your business’s team permissions easier and more
NEW FEATURES Redesigned Homepage We’re excited to introduce a completely updated dashboard, transforming how you monitor and manage your business
We’re excited to announce the release of a powerful new feature on Finli: Tax Management! This feature streamlines tax management
• NEW FEATURE: Partial Refunds! This update allows businesses to provide refunds tailored to each unique customer situation.
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• Advanced invoice notification controls now allow you to CC email recipients or turn off notifications altogether.
• Credit
• Apple Pay is now available for customers on all invoices and Pay-By Links! With Apple Pay, making payments through
• Finli is now available on the App Store and Google Play! Enjoy all the same functionality, right from your
• Tired of sending the same invoices over and over again? Save time and streamline your billing process with the
• Your customers can now set up recurring payments or donations through your Pay-by Links! Avoid the headaches of following
•Transform your Pay-by Link into a customizable donation links! Enable supporters, congregation members, or donors to contribute directly through Finli.
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.
We’re excited to announce updates to the Team Settings – we’ve made managing your business’s
NEW FEATURES Redesigned Homepage We’re excited to introduce a completely updated dashboard, transforming how you
We’re excited to announce the release of a powerful new feature on Finli: Tax Management!
• 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!
• 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.
• 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.
• 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.
• 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.
• 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.
•Transform your Pay-by Link into a customizable donation links! Enable supporters, congregation members, or donors to contribute directly through Finli.
