Following the positive reception of the Send functionality, which you can explore here, we are excited to announce the next big step: the Payment Options functionality in the side drawer.
With this update, you can now not only send invoices and quotes with ease but also process payments directly from the same streamlined side drawer interface.
1. New Payment Options in the Web Portal, Side Drawer:
Accessible directly from the invoice and quote screens, the Payment Options drawer allows users to take and record payments without leaving the page.
This includes multiple payment methods:
Card
Cash
EFT (electronic funds transfer)
Cheque
2. Fast and Easy Payment Processing:
If PayNow is activated, you can take instant payments using card details.
Without PayNow, you can still record payment details and automatically send customers a paid invoice confirmation, saving time and ensuring smooth payment operations.
This feature will be rolled out soon to the Web Portal, ensuring a faster and more streamlined payment experience. Following this web release, the same functionality will also be introduced on the Formitize App, extending these efficiency improvements to mobile users as well.
Stay tuned for further updates!
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