💳 Smarter Invoice Sorting & Filtering in Payment In

Platform: 🌐 Web

What's New

1. Sort Invoices Your Way

Users can now choose the order in which invoices appear during Payment In.

Available sorting options:

• Invoice Date (Ascending/Descending)

• Due Date (Ascending/Descending)

This helps users settle payments based on their preferred workflow, whether clearing oldest dues first or prioritizing recent invoices.

2. Filter Invoices by Date Range

Users can now apply a date range filter to display only relevant invoices during payment settlement.

This makes it easier to:

• Focus on a specific billing period

• Settle payments for selected date ranges

• Reduce clutter when handling large numbers of invoices

3. Easier Settlement While Editing

Selected invoices now remain pinned at the top when users edit settlement details.

This ensures important invoices stay visible throughout the settlement process and reduces the need to search for them again.

Help Article Link -https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/6591145

🗂️ Assign Categories to Multiple Items in One Go

Platform: 🌐 Web

What's New

1. Assign Categories to Multiple Items at Once

Users can now select multiple items from the Items List and assign a category in a single action.

Simply:

• Select multiple items

• Click Assign Category

• Search and choose the desired category

2. Alphabetically Sorted Category Lists

Category dropdowns across item-related flows are now sorted from A–Z, making categories easier to find.

Note

Category assignment is processed in the background. If updates do not appear immediately, refresh the page after processing is complete.

Help Article Link - https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/4798602

📲 One-Click WhatsApp Payment Reminder

Platform: 🌐 Web

What's New

1. Send Reminders Directly from Party List

A new WhatsApp icon is now available beside the outstanding balance in the Party List.

Users can instantly start sending payment reminders without opening additional screens.

2. Quick Access from Party Details

A new Send Reminder button has been added to the Party Details page header.

3. Auto-Drafted Reminder Messages

Quick Ship automatically opens WhatsApp Web with a pre-filled payment reminder message, helping users send reminders faster and with fewer clicks.

Help Article Link - https://mybillbook.featurebase.app/dashboard/articles/bjiomlgvyom2npw3/2643477