Welcome to the latest updates for Appliance.io! We’ve been working hard to implement some exciting new features and fixes to make your experience smoother, more efficient, and just all-around better. Let’s dive in! 🔍👇

Account Receivables Just Got Smarter!

📧 New Feature: Send Invoice/Statements with Ease

Managing outstanding balances is now a breeze! With this update, you can email detailed statements of unpaid balances directly to your customers. Here's what's new:

🔔 To ACTIVATE the new feature: Head over to settings and flip this feature on!

🆕 What’s New?

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1. Selectable Rows: Each row in the report now has a checkbox for selection. Pick the orders you want to include in the statement.

2. "Email Statement" Button: Found in the top left corner, this button starts disabled with a hover message: “Please Select A Row.” It becomes enabled when rows for a single customer are selected.

3. Pop-Up Summary: Clicking the "Email Statement" button inside Account Receivables brings up a detailed pop-up showing:

• Customer Name
• Billing Email
• Order Details: Each selected order and its outstanding balance.
• Total Statement Balance: A summary of all balances in the statement.

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   A helpful reminder: “This Email Statement will include a current PDF copy of all orders selected.”  

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1. If the From Salesperson toggle is off, the sender would be set automatically based on what's written in the box. For the pop-up, the tiles will appear as shown above.
2. When the salesperson toggle is on, it will be sent from the salesperson name. Also, in the pop-up, it will add a salesperson tile, allowing the order details to be categorized by salesperson.

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Column Totals: Totals for each column are now displayed at the bottom for quick and clear summaries.

Send with Confidence: A shiny "Send Email Statement" button at the bottom right of the pop-up lets you finalize and send the statement instantly.

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Check out the update for November 25th:

https://appliance.io/updates/platform-feature-update-november-25-2024