We are planning to introduce WhatsApp integration that will allow users to send invoices directly through WhatsApp. This feature aims to streamline communication by enabling quick and convenient invoice sharing with customers via their preferred messaging platform.
A new Due Status column has been added to the invoices section. This status clearly indicates whether an invoice has No Due, Due, or is Overdue. The status helps users quickly assess the payment situation of each invoice, improving tracking and follow-up efficiency.
A new Reports module has been introduced that organizes all invoice reports in a clear and segmented manner. Users can now easily access and review different invoice reports, each segregated by categories for better clarity.
This module also provides a summary view showing the total amount across all invoices, enabling quick financial insights and improved reporting efficiency.
A new module named Quotation Template has been released. This feature allows users to create and save reusable templates that include predefined products, quantities, and applicable charges. These templates can later be applied directly to quotation invoices, reducing manual entry and improving efficiency.
By using quotation templates, users can streamline the quotation process and ensure consistency across similar quotes, saving time and effort on repetitive tasks.
A new update has been introduced to the invoice module with the addition of the "Default GST Applicable" setting. When this option is set to True, GST will be automatically applied to all newly created invoices. This enhancement ensures consistent tax calculation and helps maintain compliance across transactions.
The default behavior can also be configured globally from the Settings menu, allowing organizations to define whether GST should be applied by default throughout the system.
This update simplifies invoice processing and minimizes manual tax-related errors.
We’ve introduced a new Sale Bulk Payment feature that provides a clear overview of customers with outstanding sale invoices. This update displays each customer's name, the number of sale invoices, the due amount, and the total amount payable. It helps users quickly identify pending payments and manage customer dues more efficiently—all in one consolidated view.