December 20th, 2024

New

Product Updates - Dec 20, 2024

Add Different TnCs for Multiple Vouchers

Platform: πŸ“± Mobile | 🌐 Web

This feature lets users set unique Terms & Conditions (TnCs) for different voucher types like invoices, quotations, or sales orders. Instead of a one-size-fits-all approach, you can now tailor TnCs for specific transactions directly from the voucher or invoice settings.

This feature is perfect for:

  • Businesses requiring varied TnCs for different types of transactions.

  • Users seeking efficiency in automating customized legal or transactional notes.

What is the value?

  • Saves Time: Avoid repetitive manual edits by assigning TnCs once per voucher type.

  • Enhances Accuracy: Automatically apply the correct TnC, reducing errors.

  • Boosts Efficiency: Centralized management of TnCs streamlines workflow.

Preview of different TnCs for different voucher types

How to use: Link to help article

Display Item Images in Invoices & Vouchers

Platform: πŸ“± Mobile | 🌐 Web

You can now showcase item images in your invoices and other vouchers. Enable a new setting in your invoice preferences to include item images in both the preview and finalized PDF, making your invoices visually appealing and professional.

This feature is perfect for:

  • Enhance invoice aesthetics.

  • Improve clarity for customers by visually associating items with their descriptions

What is the value?

  • Enhanced Professionalism: Impress your clients with visually rich invoices.

  • Clearer Communication: Help customers identify items instantly by their images.

  • Seamless Functionality: Works across both mobile and web platforms for uniformity.

Sample invoice with item images

How to use: Link to help article

View Serial Numbers in Stock Summary Report

Platform: πŸ“± Mobile | 🌐 Web

Track and manage serialized items effectively with our new Serial Summary Report feature. This comprehensive report provides detailed insights into the movement and status of your serialized inventory across sold and unsold items. Access crucial information about each serial number, including transaction history, cost details, and real-time status updates.

This feature is perfect for:

  • Businesses dealing with electronics, machinery, or other serialized products

  • Companies requiring detailed tracking for warranty and after-sales service

  • Organizations needing to maintain GST compliance through accurate inventory records

  • Businesses wanting to streamline their inventory audits

What is the value?

  • Enhanced Tracking: Monitor every serialized item's lifecycle from purchase to sale

  • Better Business Insights: Monitor stock status in real-time and access complete transaction history basis item serial numbers.

Sample Serial items report

How to use: Link to help article

Add Timestamp to Invoices for Enhanced Record-Keeping

Platform: πŸ“± Mobile | 🌐 Web

We've added intelligent timestamps to your invoices, bringing enhanced precision and traceability to your business documentation. This feature captures the exact creation time of every invoice, displaying it alongside the date across all platforms and print formats.

This feature is perfect for:

  • Businesses needing detailed documentation for accountability.

  • Users managing time-sensitive transactions.

  • Those requiring consistent record-keeping for compliance and traceability.

What is the value?

  • Enhanced Traceability: Know the exact time an invoice was created, reducing disputes and improving accountability.

  • Improved Record-keeping: Static timestamps remain unchanged even after edits, maintaining accurate transaction history.

Invoice time settings and preview

How to use: Link to help article