Release Notes
Get Paid Faster with AutoPay for Recurring Bills
Does your business spend hours sending the same invoices week after week to repeat customers? Or offer a subscription product
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.
Does your business spend hours sending the same invoices week after week to repeat customers? Or offer a subscription product
• 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
• Batch Invoicing allows you to send identical invoices to up to 50 customers at one time. Save time through
• Introduces team support, internal notes in the CRM, and the ability to manage multiple business accounts with a single
We’re excited to announce a few great updates to make the invoicing process simpler with more flexibility than ever. A
Every small business has different needs, and their tools should reflect that. That’s why we worked on our new customizable
At Finli, we help small service businesses streamline the way they collect payments and run their business. From martial arts
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.
Does your business spend hours sending the same invoices week after week to repeat customers?
• 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.
• Batch Invoicing allows you to send identical invoices to up to 50 customers at one time. Save time through this new bulk invoice creation feature.
• Track physical item quantities through our new Inventory Management tool. Built right into the Pricing tab and automatically connected to your invoices, Finli will inform you when its time to restock.
• Updates + Bug Fixes include changes to our Payment and Invoice Statuses, an updated view of Payments Sent to your bank account, improvements to $0 invoices, and a new way to view which customers have signed up for Autopay.
• Introduces team support, internal notes in the CRM, and the ability to manage multiple business accounts with a single login.
• Simplifies invoicing and payment tracking by enabling recording of offline payments on invoices and easy issuance of refunds within the platform.
• Finli’s dashboard offers improved search functionality and customer portals for convenient access to payment history, invoices, and self-service options.
We’re excited to announce a few great updates to make the invoicing process simpler with
Every small business has different needs, and their tools should reflect that. That’s why we
At Finli, we help small service businesses streamline the way they collect payments and run
