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Estimates: Auto-Invoicing post acceptance

What’s new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate How to use it? Go to Payments -> Estimates or...

Invoices: Now supports Bank only transfers

What’s New? Enhanced Payment Method Configuration Global and Local Settings: Configure preferred payment methods globally for all invoices or customize them at the invoice level. Per-Invoice Customization: Modify payment methods for individual invoices without...

Attachments in Estimates & Invoices

What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...

Estimates: Custom Values and Partial Quantity Support

What’s Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and notes section. These custom values can be configured at: Editor level: Adjust specific values directly while...

Preview and CC now enabled in emails of Documents & Contracts

What’s New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to: Templates Individual...