New: Late payment reminders, invoice autobiography and more
Notice anything new in your FreshBooks account? Hopefully you have, as we’ve rolled out some neat new features today.
Late Payment Reminders: Per Client Management
Ever wish you didn’t have to hassle your clients when they are late to pay you? You don’t have to - FreshBooks will take care of that for you! Late payment reminders are a great way to gently remind a client that they need to pay you on-time.
Trouble is, not every client wants or needs these reminders, and so today we’re pleased to announce the introduction of the ability to turn on/off late payment reminders on a per-client basis.
But “How do I conjure up this late payment reminders magic of which you speak?” you ask? First, you will need to be taking advantage of the automated late payment reminder emails, which you can turn on in your account under “Settings” on the “Emails” page. This will universally enable them for all your clients.
This is where this week’s release comes in. To turn off the late payments for a specific client, go to your “Clients” tab and click “edit” on the right beside the client you want to turn them off for. Then, click on the yellow tags below your client’s organization’s name (like invoices). You can also do this from the Invoice but it will universally change it for all the invoices related to the client (not just for the invoice).
Ever wondered when exactly your client viewed a particular invoice? Or what the last change you or your staff made to an invoice? You can get it all with the new Invoice Autobiography – it even has by the minute timestamps! Just go to the bottom of the invoice while viewing or previewing it (not in the edit screen).
Side note: your clients are not able to see this history, however, staff with permissions to view invoices are able to see the autobiography. Please also note, this may change in the future and your clients may be able to see a select number of historical invoice activities.
More Invoice Languages: Danish and Portuguese
Have clients that speak Danish or Portuguese? Invoices can now be translated to both of these languages. To change the language of your invoice, just click on the yellow tags below the client’s name on the “edit” invoice page. You can also make it a default for your client in the “Clients” tab by editing the specific client. The tags are clickable below the “Organization Name.”
Referral Program: Co-Branded Landing Page and More Banners
Been sharing the FreshBooks love? As of today, when someone from your network clicks on your unique referral link, they will be brought to a co-branded landing page with your company’s name and logo on it. You do not even have to lift a finger. Here’s an example with JS Design:
Last release, we made it really easy to add FreshBooks referral banners to your website. But maybe you were looking for something that would fit in a little differently into your overall design. We’ve added some more diverse banners such as this header/footer one below:
As always, to check out the banners, go to “Refer FreshBooks” under the “Home” tab in your account.
We hope you enjoy all the new features – and as always, more stuff is always coming your way!
blog comments powered by Disqus