End-May Release Notes: Input Buyer Data and Platform Improvements!
Release Notes are our bi-monthly update that highlights recent product improvements we’ve made so you can stay up to date on what’s new.
✨ WHAT'S NEW? 🚀
Table of Contents:
- Add Customer Details on Invoice
- Quality-of-life improvements
- Bug Fixes
- Sneak peek of future updates
1. Add Customer Details on Invoice
What does this new feature do?
We know that some of your buyers are non-Pantas users, hence we have improved our invoicing feature to allow you to add customer address and contact details onto the invoice.
We do recommend inviting them onto Pantas, so that information is saved for future invoices.
How do I use this feature?
In the invoice creation page, select the “Invite to Pantas” button and click on “+ Address and phone” that is above the text field.
A popup should appear and will prompt you to fill in your customer's contact information. Fill in as much information as you would like as all the fields are optional. Once completed, click on “Continue”.
Your invoice will automatically be populated with the customer details that you have previously inputted. Proceed to fill in the invoice form as you normally would and then click “Preview”, then “Save and send”.
Do note that this information will not be saved, and you will have to manually key in the contact information the next time you invoice this buyer. To automate this process, invite your customer to join Pantas and get them to sign up! This can make the process seamless for both you and your customers.
2. Quality-of-life improvements
- Updated testimonials on the Pantas website
Thank you for all the great feedback you’ve been giving us. We’ve added more testimonials onto our website to give potential users a better idea of what Pantas can offer. Head to pantas.com to check out what our users have to say, and reach out to us with your testimonial to be featured on our website!
We’ve enhanced the Financing Page for mobile viewersWe’ve optimised the Financing landing page to make it easier for mobile users to view and navigate through the page. Read through our financing options and apply from wherever you are, and at any time of the day. Reach out to us for more information about Pantas Financing by scheduling a call
5. Bug Fixes
Prevent invoice payable view from shifting when editing GL codes
We found an issue where the invoice payable page would scroll to the top when the user tried to input a GL code to the invoice items. We have rectified this so that the user’s view is not affected when they add GL codes
Prevent loss of information when paying in putting payment information after log in
We noticed that when a user tried to attach proof of payment on a public invoice, the information previously keyed in disappeared after they logged in. Users will be required to re-enter the payment information. We have amended this flow to bring the user back to the page with the previously entered data for a seamless payment process
6. Sneak peek of future updates
Here are some of the enhancements that we are working on. Do note that this list is not exhaustive and we are constantly receiving feedback and suggestions to further improve Pantas.
1. Payment Gateway
This will allow users to make payments for their invoices directly on Pantas
Target: End-June (2022) release