Mid-April Release Notes: Partial Payments, Dispute Payments and more!


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:

  1. Partial Payments
  2. Dispute Payments
  3. Favourite Item List
  4. Quality-of-life improvements
  5. Bug Fixes
  6. Sneak peek of future updates

1. Partial Payments

What does this new feature mean for you?

Received an invoice and have a deposit to pay? Or, issued an invoice to your customer but you require a deposit fee to complete the order? The Partial Payments feature allows you to make and receive a payment for a fraction of your invoice.

How do I use this feature?

You can make and record partial payments for both receivables from your customers and payables to your suppliers. For this example, we will be walking you through the process for a partial payment on your receivables.

View your invoice, and click the blue “Paid” button.

The following pop-up will appear and prompt you to enter your payment information. You can choose to pay the balance amount, or you can choose to pay partially. Here, “Partial amount” is selected as we are making a payment of 20% of the total invoice amount. Fill up the relevant information, attach proof of payment and click “Save”.

You should be able to see an update on your audit trail to note that the invoice was partially paid. You can click on the black arrow by “Payment received” to view your payment history and the relevant information.

 


2. Dispute Payments

What does this new feature mean for you?

With the ability to dispute and resolve the payment information from your buyers, you get accurate reconciliation for your invoices and transactions. Keep your buyers in the know if you have yet to receive their payment via this feature.

How do I use this feature?

Only sellers will be able to dispute and resolve payment disputes. As a seller, you can dispute and resolve these disputes for partially paid and completely paid invoices. In this example, we will continue from the invoice we partially paid earlier.

When you view the invoice and click on the black arrow by “Payment Received”, there will be a blue “Dispute” button on the right side. Click on it to dispute your invoice.

There will be a pop-up that requires you to state your reason for disputing. Fill this out and click “Dispute” to confirm your action.

Once you head back to viewing the invoice, you will notice that 

    1. The audit trail has been updated to note that the payment was disputed, and
    2. There is now a “Resolve” button where the “Paid” button was previously located.

When the reason for the dispute has been addressed, you can resolve the dispute. Click on the blue “Resolve” button.

Within the pop-up, state your reason for resolving the dispute and click “Resolve”. 

When you are redirected back to your invoice, you should notice that the audit trail has been updated to note that the payment dispute has been resolved.

 


3. Favourite Item List

What does this new feature mean for you?

Make your invoicing process even quicker by saving your favourite invoice items. Add your items, descriptions, and prices to your favourites list and have them automatically pre-populate into your invoices upon selection.

How do I use this feature?

To add your favourite items onto Pantas, go to the “Companies” page and click on “Favourite items” under the action column. Your favourite items will be tied to the specific company to which you add them under. 

From here, click on the blue “Add” button to add your favourite items.

Include information such as the item, description and the price. You will still be able to edit this information when you add it to the invoices, but add as much general information here as possible. When you’re done, click “Save”.

You will notice that the item you just entered is now saved on Pantas under your “Favourite items”. Feel free to edit or delete this item whenever necessary.

When you next create an invoice, you will see a dropdown menu with your favourite items. Just click on the dropdown and watch it automatically populate your information into the invoice. All that in just one click!

If you want to edit the description, price, or item, you can do so on the invoice. 

You can also add an item to your favourites list by clicking on the star next to the "Nett" price column on the invoice item table. 



4. Quality-of-life improvements

  • Understand the status of your invoice with our “Invoice Statuses” table

Are you wondering what your invoice status means? We’ve made it easy for you to understand all the different invoice statuses via our table. Click on the blue “?” next to “Status” on the main invoicing page to get to this pop-up. 



5. Bug Fixes

  • Quantity column width was affected when the website was translated to Chinese

    • Previously, when our users translated our website to Chinese and added an invoice, the column for quantity was very narrow in width. We have fixed this so that users are able to view the quantity column as intended


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. Calculate your time saved

    • This will allow users to understand how much time they save with Pantas

Target: End-April (2022) release

 

2. Credit note

    • This will allow users to create credit note to refund their buyers

Target: End-May (2022) release

 

3. Import historical bills and invoices

    • This will allow users to import past paid invoices and bills onto Pantas and have them automatically marked as paid

Target: End-May (2022) release



We love feedback! If you have any suggestions, drop us an email at info@pantas.com or chat with one of us in real-time via the Pantas homepage.

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