v 1.25.0
Installment plans
Rebuild installment plans and set tax rates on products.
Nouveau
- Installment plans. Rebuild a payment schedule when invoice amounts change.
- Product tax rates. Choose the right tax rate when creating a product.
Mises à jour produit
Nouveautés
Notes courtes et lisibles pour chaque version Sanad. Les notes de version sont en anglais.
v 1.24.0
Team members
Invite teammates, browse portal documents, and manage subscriptions.
Nouveau
- Team members. Invite and manage people in your organization.
- Portal document list. Clients can browse their documents with pagination in the portal.
- Subscription management. Update organization subscriptions more easily from admin.
v 1.23.0
Customer portal
Customer portal foundations and clearer organization subscriptions.
Nouveau
- Customer portal. Clients can access their documents through a dedicated portal experience.
- Subscription details. Organization subscription information is easier to find.
v 1.22.0
Document actions menu
Clearer document actions and more precise team access.
Nouveau
- Document actions menu. Overflow actions (⋯) make it easier to find the next step on a document.
- Role-based access. Optional finer permissions so each person only sees what they need.
v 1.21.0
Product revenue chart
See which products bring in revenue, and filter overdue invoices.
Nouveau
- Product revenue chart. A donut chart shows which products contribute most to revenue.
- Overdue invoices. Filter the invoice list to focus on what is past due.
v 1.20.0
Support replies
Better feedback replies and a guide for reporting issues.
Nouveau
- Support replies. See when the team has replied to your feedback.
- How to report a bug. A short guide (English and French) helps you describe issues clearly.
v 1.19.0
Profile & address
Complete your profile with better address fields.
Nouveau
- Profile & address. Fill in address details more clearly when completing your profile.
v 1.18.0
Installments on the dashboard
Clearer installment and overdue insights on the dashboard.
Nouveau
- Installments on the dashboard. Spot upcoming and overdue installment payments more easily.
- Admin polish. Icons and layout tweaks make the admin console easier to use.
v 1.17.0
Contract email alerts
Email clients about contracts, and enter phone numbers more easily.
Nouveau
- Contract email alerts. Notify clients by email about contract updates.
- Phone number input. Enter phone numbers with country-aware formatting.
v 1.16.0
Contracts
A dedicated contracts area, plus collected revenue on the dashboard.
Nouveau
- Contracts. Manage client contracts in their own dedicated space.
- Collected revenue chart. Follow money you have actually collected alongside what you have invoiced.