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
batch invoicing inventory-management
Release Notes

Batch Invoicing, Inventory Management, and More!

• 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.

Read more
Finli invoicing and digital payments
Finli News

Introducing the New and Improved Finli

• 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.

Read more