We are excited to introduce a new and improved way to share your documents online — a game-changer that brings significant benefits to both you and your clients. With enhanced functionality, streamlined payment options, and improved document accessibility, this new feature is designed to simplify your workflow and enhance your professional image.
When you share a document via an online link or send it through mail (more info for mail settings for mobile app and for website), your client will see a new preview of most important information of the document. They can also download the document in PDF format by clicking on "Download document PDF."
The Power of the New Online Document
When you share a document via an online link or send it through email, your client will experience a whole new level of convenience. After clicking on the link, they will be presented with a clean and professional preview of the most important information. This gives them a clear overview at a glance and reducing the need for multiple clicks. But that's not all—your client can easily download the document as a PDF by simply clicking on "Download document PDF."
One of the standout features of the new online document system is its ability to display all related documents in one place. For example, if you create an invoice from an estimate, your client will still have access to the original estimate alongside the invoice. This ensures transparency and makes it easier for your client to keep track of all transactions without searching through multiple emails.
Streamlined Payment Options for Faster Transactions
Getting paid quickly and efficiently is crucial for any business, and the new online document makes this easier than ever. Now, for invoices, pro forma invoices, and purchase orders, your client can make a payment immediately through the online document. All you need to do is enable Stripe or PayPal as your payment option, and your clients will be able to pay via various methods such as ApplePay, GooglePay, credit or debit cards, and even bank transfers.
This seamless payment integration not only speeds up the payment process but also provides your clients with multiple options to suit their preferences. Plus, your clients can view their payment history at any time, including partial payments, giving them a clear understanding of their financial obligations.
Complete Transparency with Document Status and History
Transparency is key to maintaining strong client relationships, and the new online document feature ensures that both you and your clients stay on the same page. For invoices, pro forma invoices, and purchase orders, the document status is always visible, whether it's fully paid, partially paid, or still pending. Your clients will also be able to see the entire payment history, making it easy to track every transaction.
For estimates and quotes, clients can accept the terms directly within the document, and you'll be able to view the acceptance history and status updates. This eliminates the need for separate email threads and provides a clear, organized record of every interaction.
Maximize Convenience with Key Client Actions
The new online document system not only improves how you manage and share documents but also empowers your clients with various convenient actions, right at their fingertips. Here are the key advantages your clients will enjoy when interacting with their online documents:
Instant Payment Options: Clients can quickly and securely pay their invoices, pro forma invoices, or purchase orders directly through the document. Whether they prefer using Stripe, PayPal, ApplePay, GooglePay, credit/debit cards, or even bank transfers, the process is streamlined for a fast and hassle-free experience.
Easy Access to Related Documents: Your clients can view and download all related documents in one place, such as estimates linked to an invoice or a delivery note. This eliminates the need to search through multiple emails or files, providing them with a comprehensive view of their transactions and ensuring nothing gets lost.
Real-Time Document Status Updates: Keeping your clients informed is easier than ever. They will be able to see the current status of their documents—whether an invoice is paid, partially paid, or pending. This real-time insight helps clients stay on top of their obligations without needing to contact you for updates.
Payment History Visibility: Clients can view the complete payment history for any invoice, including partial payments, scontos, or deposits. This transparency ensures that they have a clear record of every payment made, fostering trust and clarity in your business relationship.
Downloadable Receipts and Confirmation: After making payments, clients can easily download their payment receipts or confirmation documents directly from the online document. This feature simplifies record-keeping for them, ensuring they have all the documentation they need for their own records.
Quick Estimate Acceptance: For estimates and quotes, clients can review and accept them directly within the online document. This streamlined process makes it easier for them to give the go-ahead on new projects, reducing delays and improving overall efficiency.
Full Control Over Document Downloads: Your clients can download all relevant documents—whether it's an invoice, estimate, delivery note, or receipt—as a PDF for their records. This ensures that they always have access to the information they need, even when offline.
By offering these key actions within the online document, you provide your clients with a user-friendly, transparent, and efficient way to manage their interactions with your business. This not only enhances their experience but also helps build a stronger, more professional relationship with them.
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