Mid-June Release Notes: Video Guides, Pre-approved Invoice Financing Page and other 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:

  1. Easily Navigate through Pantas with our Video Guides
  2. Better Understand Pantas Pre-approved Invoice Financing
  3. Quality-of-life improvements
  4. Bug Fixes
  5. Sneak peek of future updates

1. Easily Navigate through Pantas with our Video Guides

What does this new feature do?

Our new short video guides will walk you through how to send invoices, record bills, and many other features on Pantas. 

We understand that scheduling a demo may be difficult due to time constraints and the information provided during a demo may be a lot to process all at once. These video guides are now on our website to help you through invoicing, billing and financing! 

As always, if you have further questions you can schedule a demo.

How do I use this feature?

Now that you’ve signed up to use Pantas, let’s start using it to simplify your business workflow. 

From pantas.com, scroll down to the “Why Pantas” section. You will notice a white button that says “Watch How it Works”, click on this button to be navigated to the Pantas User Video Guides!

Currently, there are four videos; Pantas Invoicing (English & BM), Pantas Pre-approved Invoice Financing and Pantas Term Financing. Simply click on the video that reflects the topic you want to learn more about. These videos are short and straight to the point to help you get to where you need, as Pantas as possible. 

We are working on creating more content in BM for your reference so that your Pantas journey can be as seamless as possible.


2. Better Understand Pantas Pre-approved Invoice Financing

What does this new feature do?

The Pre-approved Invoice Financing page provides you with more context on this type of financing facility, what it is, how it can benefit your business and how you can access it with Pantas. 

How do I use this feature?

Head to the Pantas Financing product page. Under “Pre-approved Invoice Financing”, there are two buttons; “Get started” and “How it works”. Click on “How it works” and you will be directed to the Pre-approved Invoice Financing page.

Scroll through the page to read more about this financing facility and find out how you can access it. You can also watch how it works via our user video guide or click on “Get started” to schedule a call with us.


3. Quality-of-life improvements

  • Receive email notifications when an invoice is cancelled

We have enabled email notifications to be sent when an invoice is cancelled. Regardless of whether you are the seller or the buyer in this situation, you will receive an email to let you know of the cancellation of this invoice. However, buyers would have to be Pantas users to receive this notification.


4. Bug Fixes

  • Quotations to reflect accurate quotation-related information

    • We noticed that when a user downloaded a quotation from their draft invoice, it would state “invoice number” as opposed to “quotation number”. We have edited this to ensure that the quotation is reflected as “quotation number” for better clarity.


5. 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



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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