Today, we are excited to announce a highly anticipated update: Card on File is now available for our credit card and bank users! Our new Card on File feature lets you securely store your customers’ credit card information, making it easier for you and your customer when you have an invoice that needs to be paid. Collecting a customer’s credit card information is very simple: You can send your customers a request from the InvoiceASAP Web Dashboard, and they complete a secure form with their credit card information. Your customer can opt to have their credit card stored when they pay an InvoiceASAP web invoice. You can enter your customer’s credit card information securely from the InvoiceASAP Web Dashboard. You can store up to 3 different credit cards for each customer, and when it’s time to pay an invoice, select the credit card you need. And, of course, you still have the other payment options, like cash, check or draft, to choose from. Card on File is the first of many features that InvoiceASAP plans to offer as part of our growing technology partnerships. If you’d like to find out more about Card on File, please click here.
This month we have brought a few major updates to InvoiceASAP along with some smaller tweaks and bug fixes. In this month’s update: Accept invoice payments via Square New app icon Upgrade your account directly within the iOS app Easily filter and find documents based on their status Redesigned customer notes Payments via Square on Apple devices The biggest (and most exciting) update over the past month has been our integration with Square. With this update, you’re now able to… Take swipe payments on your iOS mobile device (using their free Square Reader) Display Square as a payment option on invoices for web payments We know that a lot of our customers already love using Square so it seemed like a no-brainer for us to connect the two platforms. Since launching the integration, we’ve had a lot of really positive feedback from customers. If you’re interested in adding Square as a payment method for your invoices, check out our guide to connecting your InvoiceASAP account with Square. A new look for InvoiceASAP From time to time it’s good to have a bit of a refresh. At InvoiceASAP we felt we needed to inject a little spark into our brand and in doing so, have redesigned our app icon. You may have noticed the update already, but if not, the next time you update the InvoiceASAP app you’ll see the new icon will have replaced our old one. This is all part of a phased approach to refreshing our brand. Upgrade your account directly within the iOS app If you use InvoiceASAP on an iPhone or iPad, you can now change your subscription directly through the app. Previously the only way to manage your subscription would be by logging into your account on the InvoiceASAP website (which is not so great if you’re on the go!). To update your subscription on your iOS device, simply login to the app, select Manage App > Subscription. Here you can select which plan you’d like to subscribe to, or if you’re already subscribed to one of our paid plans, you can tap this screen to manage your subscription through the App Store. Improved document filtering We’ve updated the Invoice and Estimate List screens on the mobile app so that you can easily filter and find documents based on their status. When you tap on Invoice List or Estimate List in the mobile app, you’ll see there are now three tabs at the top of the screen. On the Invoice List screen, you can view ‘All Invoices’, ‘Paid Invoices’ or ‘Unpaid Invoices’. On the Estimate List screen, you can view ‘All Estimates’, ‘Open Estimates’ or ‘Approved Estimates’. Redesigned Customer Notes We’ve made the customer notes part of the app much cleaner so that you can see the most important information at a quick glance. If you haven’t used customer notes on the app before, you should! It’s a super helpful part of the product that allows you to add internal notes about customers. For instance, you may want to warn your co-workers that one of your customers has a big dog in their backyard or keep a note of the building access code for another customer. To add a customer note, simply tap on Customers when you are on home screen of the app, select a customer, then select View Notes. To add a new note, simply tap on the ‘+’ symbol in the top right of the screen.
In this month’s update: Choose which documents can be viewed on the mobile app Edit the Quantity and Unit Price column titles Set tax and payment terms for individual customers and jobs Automated accounting sync error reporting Document Retrieval settings: choose which invoices/estimates you see on your mobile device In the past, we’ve downloaded the most recent 500 invoices onto the mobile app. However, we’ve had a number of requests from customers who would like access to all of their invoices, or they want their team in the field to see current invoices only. To handle all of these requests, we have added a new setting called ‘Document Retrieval’. You can update this setting via the Manage Account website (www.invoiceasap.com) > Login > Settings. Your options are: Most Recent 500 (default) Last 1 Day Last 7 Days Last 30 Days Last 60 Days Last 90 Days Last 120 Days Last 365 Days Last 18 Months Last 2 Years All Documents Additionally, if you have team members, the Company Admin can now change the document retrieval settings so that users can view all invoices/estimates created by the company or just the ones that they’ve created Once logged into the Manage Account website, head to ‘Manage users’ on the left and click on the key icon next to a user to edit them. Here you’ll see the setting ‘View all company invoices’. If this is checked, then the user will see all invoices or estimates. If it’s not checked, then the user will only see their own invoices/estimates. Change the Quantity and Unit Price column titles on documents You can now customize the Unit Price and Quantity column headings on invoices and estimates. For example, instead of Unit Price, you can call this column ‘Hourly Rate’, and you can rename the Quantity heading to, ‘Hours Spent’. You can update this on the Manage Account website (www.invoiceasap.com) > Login > Settings. Set tax and payment terms for individual customers and jobs Note: For Plus and Biz users only We’ve updated the tax settings so that you can apply a default tax to a specific customer, job or location and also mark customers and jobs/locations as being ‘taxable’ or ‘non-taxable’. Previously, each customer and job/location would have the same default tax setting applied to them. If you work in places that have multiple tax rates, or you have customers with different tax rates, you’d need to change this every time you created an invoice. Now, if you edit a customer or job/location, you will see an ‘Advanced settings’ button. Click on this and you’ll be able to do the following: Mark a customer as Taxable or Non-Taxable Set a default tax rate for each customer and job/location Set a default payment term for each customer and job/location For a step-by-step guide on how to do this, check out our forum post on Advanced tax settings Automated Sync Error Reporting Note: For QuickBooks Online and Xero customers only We now get notified immediately if you get a sync error on QuickBooks Online or Xero. This means we’re able to start digging into the issue for you (if you haven’t been able to resolve it yourself) and either fix it on our end or send you instructions for fixing it yourself. This update will help us to provide you with a better customer service and improve the accounting sync.
We’re super pleased to announce that we’ve teamed up with our friends (and neighbors) at Square to make it even easier for you to take invoice payments. You’re now able to… Take swipe payments on your iOS mobile device (using their free Square Reader) Display Square as a payment option on invoices for web payments **Note:** Square as a payment option is only currently available within our iOS app. How to get set up – 4 easy steps 1. **Login to the InvoiceASAP Manage Account website**(www.invoiceasap.com > Login) 2. Select ‘My Payment Methods’ 3. Create a Square Account OR Connect an existing Square Account Select Square from the drop down. If you don’t already have a Square account, click ‘Sign up for Square’. If you do have a Square account, hit ‘Save’ and you’ll be directed to a Square login page. Login to Square and follow the setup instructions on screen. 4. Install the latest InvoiceASAP iOS app Download the latest version of InvoiceASAP - available on the Apple App store. Unfortunately Square isn’t currently available on Android. **Once set up, Square will display as a payment option to customers when you send them invoices and take payments on your mobile.** For more detailed setup instructions, check out our forum article on How to Accept Payments with Square.