Changelog
Follow up on the latest improvements and updates.
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😎 New
🔥Client tags & states
- Keep your clients organized effortlessly! Use tags and states to filter your data better, and even create custom tags to suit your needs.
- Watch this short video to get the full overview: https://www.loom.com/share/1e53cf9e49c84b3b9c75bffd068aa2b6?sid=31e39ab1-8001-4521-b59d-655d1a36c030
📚 Enhanced Invoice Export Formats
- Exporting invoices just got simpler and more versatile!
- Now supports .csv and .isdoc formats.
- You can also export invoices by date range or specific clients.
💪🏻 Improvements
- You can now create multiple clients using the same email address when needed.
🪲 Bug fix
- Minor improvements regarding the stability and user-friendliness
😎 New
- Quickly jump to the session notes directly from the event sidebar by clicking on personal notes
- In case with many session notes, automatic scroll will be also applied 😎
💪🏻 Improvements
Financial dashboard improvements
- Date range is now more understandable
- Individual sales now group as orders, instead of individual items
- Added tooltip explaining % growth with comparison to last time periods
Higher % of success in automatic payment tracking
- Improved and fixed minor setbacks, now supporting more bank transfer use cases so your order/invoice is marked as paid automatically.
😎 NEW
🔥YOUR OWN EMAILS
Everybody wanted this feature, so we added it!
Now you can edit email custom as you want & need.
- Edit the email however you need
- Choose different recepient or add a carbon copy
🤗 BRAND NEW REDESIGNED CHECKOUTS
Checkouts are now much more simpler, nicer looking and compact!
🫡 NO NEED FOR INVOICE? NO PROBLEM
- No need for an invoice? We have added the option to receive payment without issuing an invoice.
💪🏻 Improvements
- We have shortened the matching emails for banks to expand the number of supported banks.
🪲 Bug fix
- Fixed the issue with syncing event planning from packages to Google Calendars.
Curious about your key business insights and metrics? Our new dashboard makes it easy:
- Track Payments:See what's paid, unpaid, and overdue at a glance.
- Monitor Growth:Check month-to-month growth or stagnation instantly.
- Client Count:View the number of paying clients for any time frame.
TLDR
: Get a clear picture of your business without the hassle of complex Excel formulas. 😎
🤩 Bank integrations
- Flowlance now automatically marks invoice as paid when receiving the money!
- Simply set sending notification emails from your bank account and stop manually tracking the payments. (Learn more at Settings > Payments)
🔥Grouping items on invoice
- Need to group items on invoice? Now you can choose if you want full or condensed invoice style.
You can set that at Advanced invoicing details
💪🏻 Improvement
- Freshly redesigned Login and Registration page
🪲 Bug fix
- Fixed toggling on and off individual calendars in Flowlance
Selling will now be so fast and effective with new feature called "Packages"
- Homepage is now new, with dashboard overview (soon will be added more insights for your business
- You can create unlimited packages that you sell most often
- Just definite whats the title, price and how many sessions you want to sell
__________________________________________________________________________________________________
After you have sold package to the client, Flowlance will take of the rest, meaning:
- You will exactly know how many prepaid sessions the client has
- Easily schedule events straight from the package
So...?
😎 you'll never have to track your prepaid sessions manually in your life.
Need to have a place for your quick To-dos for the day?
Now you can, directly in Flowlance!
Say goodbye to that annoying feeling in your head "Did I forget something?"😎
🤩 New
Brand new design of calendar sidebar:
- More fluent and intuitive with added save button
Auto update with new version:
- Update button when the new version is available for more pleasant use
💪🏻 Improvement
Better recurring events options:
- More settings for repetition (and even more advanced options on the way 🤩)
🪲 Bug fix
- Minor improvements regarding the stability and user-friendliness
🤩 New
Custom invoicing details for individual clients
- Set rules and exceptions in invoicing for individual clients
Duplicate invoice
- Easily duplicate your already created invoice
New information components
- Know what each future does with information bars 💪🏻
Custom pricing per clients
- Set different prices, currencies and event length
pricing per client
💪🏻 Improvement
Events' prices editable
- Supporting editing price for already invoiced events or paid by credits
🪲 Bug fix
- Minor improvements regarding the stability and user-friendliness
🤩 New
Editing already created invoice:
- If you need now you can edit whole invoice after its creation
- Including all billing details, header, footer, or name & price for the events/items
Invoice changes history:
- See exactly when did you created an invoice, or when you got paid
- Also when was the email sent
💪🏻 Improvement
- Better calendar-compatibility for creating events with different video calling platforms (Zoom, Teams, etc)
Invoices:
- We enabled copying text from invoice pdf
- You can use a different invoice email for your client (or yourself)
- Invoice titles are now automatically generated based on the use case (you can edit title later). With that we removed Invoice title in "New invoice" so the creation is faster.
Clients:
- We made creating new client easier with input now called "Name / Company" for both persons or companies as clients.
🪲 Bug fix
- Sped up the loading of the "invoice events" function by up to 7 times
... & Other small improvements
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