Exciting Enhancements to Invoices On Your SMBcrm Account

Exciting Enhancements to Invoices On Your SMBcrm Account

We're thrilled to share with you some fantastic recent improvements to the invoicing experience on your SMBcrm account.

Say Hello to Improved Product Description Imports

Now, adding product descriptions to your invoices and editing them before going live within the invoice is a breeze.

Additionally, if you ever need to disable this import function, it can be done seamlessly from the invoice settings. Check out the screenshots below to see how:

Screenshot 2024-05-08 at 2
Screenshot 2024-05-08 at 2

Experience Enhanced Autofilling Power

We've amped up the autofilling capabilities for card and contact information on Payment Links and Invoices. If you've enabled any autofilling extensions and browsers, they can automatically populate user and card information, including for LastPass users. See how in the screenshot below:

Screenshot 2024-05-08 at 3

Introducing a More Prominent Position for the Invoice Name

Previously, you could configure the invoice name from the invoice editor toolbar. However, because several invoices were being saved with their default name, we've made improvements.

Instead, we have now introduced an invoice name text box on the Send Invoice popup. So, if users need to update the name, it can be done directly from this popup. This way, you're always aware of the invoice name being sent.

Screenshot 2024-05-08 at 2

To learn more about how to optimize these new improvements, check out our [FAQ section] (https://smbcrm.com/faq/).

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