Skip to content Updates That Will Put a Smile on Your Face!

February 24, 2011

We’re excited to announce updates that streamline the way you pay bills, and the way you invoice customers. These updates will be available to all current customers this Saturday morning! Receivables is Ready for Prime Time!

Invoice your customers with the same efficiency you use to pay vendors:

  • Automate Customer Payments: Help your customers to help you.  They can choose to electronically pay each invoice you send them, automatically.  That’s one less thing for them to remember, and a more predictable flow of cash for you (without the hassle of following up for late payments).  Payments are deposited directly into your bank account.
  • Get Paid via Credit Card:  Make it easier for customers to pay you, letting them pay the way they want:  by credit card.  Add your PayPal account to Receivables, and you’re ready to go. Payments are deposited directly into your PayPal account.
  • Collaborate with your customers:  Add notes to invoices to make sure customers have all the information they need to pay you promptly.  You can also send them a copy of the note via email.   They can respond directly to your note through their invoice (online), where the entire exchange is always available.
  • Automate reminders for late payments:  Rather than following up with each customer who has missed a payment, make it automatic.  You control how often to send the reminders, and you can tailor the message to be as friendly or as stern as you need it to be. 
  • Speed through data entry:  If you don’t use QuickBooks Desktop, we’ll automatically number the invoices you create in, and we’ll show a running total for invoiced items.  You can now enter discounts and show sales tax on invoices created in  If you use QuickBooks Desktop, continue to create invoices in QuickBooks as you usually do, then sync with (we’ll be adding these speed entry benefits for you soon).
  • Clone invoices:  Make that next invoice “just like the other one”:  copy (clone) an existing invoice, then update the line items, quantities and amounts that are different.

Items, items, items!

QuickBooks Desktop users:  you’ve asked for it and we‘ve got it!  Now when you enter a bill in, you can split the total dollar amount among items, accounts, or both.  Then each time you sync, your QuickBooks Desktop company file picks it all up (and we pick up items from QuickBooks Desktop).

Going Mobile!

We’re beta testing Mobile, a mobile-optimized site that will allow you to approve and pay bills from your mobile phone.  Starting this weekend, when you access from a mobile device, you will see the new mobile site! If your phone has bars, you’ve got access.

Cashflow is King

See where all your cash is going, and where it’s coming from, when you use payables together with receivables.   We put all the dollar amounts on your calendar, so you can see everything at a glance, then zoom in for more detail.

Peachtree Sync is blooming

Still using CSV files to get your bills into and out of Peachtree?  Save yourself some typing by getting the new Peachtree sync.

NetSuite Sync is taking root

We’re beta testing a way to sync NetSuite with Contact us if you’re interested in participating!

But wait, there’s more …

Validate bills BEFORE syncing:  If you enter a bill with an invalid account type or item type, we’ll prompt you to select valid choices.

Due date editing: You can now edit the due date on a bill, even if you’ve already paid it.


As always, we look forward to your feedback!

The Team


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