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
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.
• 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.
• *NEW* Pay-by Links allow you collect payments without the hassle of creating an invoice. Customers can send your business
• Share the Finli love with your network, and you’ll each get a free month!
• Refunds can now
• Quote and Invoice timelines make it easy to see when customers have viewed your invoices, changes were made, and
• Send professional quotes to customers and gain approval on pricing and project proposals prior to invoicing.
• Once
• Finli’s integration with Quickbooks is finally live! Easily and automatically sync customers, invoices and payments.
• Send and store
• Introducing a new approval experience for making changes to an invoice when a customer has already scheduled payment. We’ll
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.
• 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.
• *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!
• 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!
• 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.
• Send professional quotes to customers and gain approval on pricing and project proposals prior to invoicing.
• Once customers approve a proposal, convert the quote to an invoice for easy billing.
• Stay on top of new business and improve your customer conversion rate!
• 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!
• 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.