Changelog
Follow up on the latest improvements and updates.
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Il y a quelques semaines, nous avons annoncé la disponibilité d'un nouveau de format de fichier pour les factures: le format UBL. Ce format est utilisé pour la facturation électronique sur le réseau Peppol.
L'UBL (Universal Business Language) est un langage standardisé basé sur XML, fournissant un modèle de données universel pour la facturation électronique. Il favorise l’interopérabilité entre systèmes et simplifie les échanges commerciaux en offrant une norme reconnue internationalement.
Téléchargement au format UBL
Pour exporter vos factures au format UBL, vous avez 2 possibilités :
- Soit depuis la page d'une facture
- Soit depuis la liste des factures, en une action multiple vous permettant de recevoir par email un fichier ZIP contenant les différents fichiers UBL demandés.
Envoi au format UBL
En attendant une intégration complète de Factures.com avec le réseau Peppol, vous pouvez maintenant également envoyer vos factures au format UBL à vos clients.
Depuis la page "Paramètres" de votre compte, vous avez la possibilité de choisir les formats de fichiers à joindre lors de l'envoi de documents par email.
Les 2 choix possibles sont:
- Fichier PDF uniquement
- Fichiers PDF et UBL
Dès lors, en fonction de votre choix, lorsque vous déciderez d'attacher la facture en pièce jointe de votre envoi, le fichier UBL sera également attaché en plus du fichier PDF.
We are pleased to announce our new bank reconciliation feature!
This feature allows you to connect your bank accounts to Direct Invoice and to reconcile the payments received on your accounts and your open invoices in order to mark them as paid (more than 2300 banks in Europe are supported).
We are certain that bank reconciliation will save you valuable time in your administrative tasks and that it will allow you to devote more time to your main activity 👌
Invoice reconciliation proposals
We have developed a very easy-to-use tool that tries to detect payments that match your invoices, using structured or unstructured payment communications.
Proposals are made to you and it is up to you to accept or refuse them.
List of bank transactions
If our reconciliation proposal tool has not been able to detect the correct reconciliation, for example because of an incorrect amount paid by your customer, or an incorrectly entered communication, you can reconcile from the list of transactions your invoices in seconds.
Confirmation of transactions
In order to never miss a payment, a badge will indicate the number of unconfirmed transactions in the left navigation menu.
Then, it's up to you to reconcile it with an invoice if necessary, or simply confirm it to signify that it doesn't need to be attached to one of your invoices.
We hope that this update will greatly simplify the administrative task of reconciling your payments received.
improved
API update
We updated the API and added a new attribute,
payment_date
, on the Invoice model.As its name suggests, this will allow you to retrieve the payment date of your invoices.
We added a Notes field on Companies and Contacts forms so that you can have a field to record additional information if needed.
Download PDF of documents from the their respective list
Available for invoices, estimates and credit notes, you can now quickly download the PDF of the document from its list without going to the document page.
Viewed by client notification
You now have more control on this specific notification, you choose.
This choice is available in your account parameters page.
improved
Speed improvement!
Today we updated Direct Invoice servers and infrastructure.
No doubt you'll see the speed changes with smaller response time within the app!
We hope you like it as much as we do :-)
We just released our new PDF engine.
More robust and flexible than the old one, here are the main updates :
Web Fonts support
Customisation now has no limits!
We support the use of Web Fonts (ex: Google Fonts).
Margins management
Manage the margins of your page down to the millimeter!
Repeating column headers on multi-page PDFs
If your document is multiple pages long, the column headers will now be repeated by default on each page page for better readability!
We were missing several countries in our countries list when assigning a country to a company/contact.
We added these new countries:
- Åland Islands
- American Samoa
- Anguilla
- Antarctica
- Aruba
- Bermuda
- Bonaire, Sint Eustatius and Saba
- Bouvet Island
- British Indian Ocean Territory
- Cayman Islands
- Christmas Island
- Cocos (Keeling) Islands
- Curaçao
- Falkland Islands (Malvinas)
- Faroe Islands
- French Guiana
- French Southern Territories
- Greenland
- Guadeloupe
- Guam
- Heard Island and McDonald Islands
- Isle of Man
- Jersey
- Macao
- Martinique
- Mayotte
- Montenegro
- Montserrat
- New Caledonia
- Norfolk Island
- Northern Mariana Islands
- Palestine, State of
- Pitcairn
- Puerto Rico
- Réunion
- Saint Barthélemy
- Saint Helena, Ascension and Tristan da Cunha
- Saint Pierre and Miquelon
- South Georgia and the South Sandwich Islands
- South Sudan
- Svalbard and Jan Mayen
- Timor-Leste
- Tokelau
- Turks and Caicos Islands
- United States Minor Outlying Islands
- Virgin Islands (British)
- Virgin Islands (U.S.)
- Wallis and Futuna
- Western Sahara
Inside the
Configuration
tab in your account settings, we added a page to manage your tags.On this page you can create new tags, rename existing ones and also delete those that are no longer used.
It's time to clean up your tags :-)
We added a new little feature that allows you to toggle text wrapping in all your lists.
It should greatly help people working on smaller screens.
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