Sandbox mode
Allow creation of Sandbox workspaces and filter them on the UI
Batch actions
Allow users to multiselect table rows and execute batch actions such as Download CSV file
Job history
View the history of jobs from the console
You can now view the entire history of workflows (aka jobs) executed from the console. Quickly filter by jobs that are still running or those that finished with errors, making debugging a breeze.
Workspace themes
Customize your workspace theme color and company logo
We know everyone loves Invopop green, but now you can personalize your workspace! Head over to Settings > General > Workspace to change the theme color and upload your company logo.
ISO 27001 certification
Invopop is ISO 27001 certified
We're thrilled to announce that Invopop has achieved ISO 27001 certification! We received zero non-conformities and only one opportunity for improvement.
Read more about our commitment to your data security in our Trust Center.
Slack integration
Connect Invopop to Slack to receive notifications on successful or failed jobs
We are excited to announce our new Slack integration, designed to enhance your workflow and team communication. With this integration, you can set up the Invopop bot to send customized Slack messages based on job statuses. Whether it’s a successful job completion or a failure alert, you control the notifications.
How to use it:
- Connect to Slack: Go to the Apps section, select the Slack App and connect to your Slack workspace with a single click.
- Configure your Workflow: In the Workflows section, configure the Slack step for your specific needs. Set the channel and customize the message content.
- Save your workflow to start receiving Slack notifications automatically.
For example, you can configure a message to be sent to the #random channel if a PDF generation fails.
Conditional workflows
Define steps based on the output of previous ones
Two months ago, we quietly launched conditional workflows to supercharge your workflows. Thanks to conditional workflows, you can define conditional paths based on the output of each step. This is especially useful for handling errors.
In the example above, if the SDI Italy step fails (e.g., the Italian tax authority rejects the e-invoice), the workflow will skip the email step, set the silo entry state to Error
, and trigger a webhook.
But we didn’t stop there. Last week, we rolled out a sleek new workflow design to make it easier for our users to see and define these condition paths.
New invoice design
Improving our PDF invoice design
We’ve uploaded our PDF generator to make it more beautiful, faster, and easier to evolve in the future.
We previously used our own Ruby library, but we now build an HTML using gobl.html (open-source) and convert it to PDF with Prince. Feel free to check it out and leave a star.
We'll make the migration soon, so please provide any feedback!
UI revamp
An overhaul to the design of the Console
If I say “invoicing” you say “gorgeous”, right? Well… that’s likely not the case. Yet.
At Invopop, we want to build the first beautiful finance tool that users actually love using. That’s why we’re constantly pushing ourselves to improve the look and feel of the Console. You’ll notice many little details and some big ones such as: sidebars to configure steps, a new settings page design, new empty states…
Details section
We thought that it’s always good to keep the most important details of a document at sight. That’s why we’ve added a details section to the detail view when opening an invoice.
Related documents
To correct an invoice in Invopop, you create a new document – that is a credit note –, which refers to the the invoice. While these are independent documents in Invopop, they’re clearly related and you may want to quickly jump from one to the other. That’s why we created Related.
Relations are not only useful for invoices and credit notes, you can also use relations between Contacts and Invoices.
A couple of notes:
- For Invopop to identify the relationship, you need to add UUIDs to the objects, that’s why Invopop will now automatically add UUIDs to every document if missing.
- For now, you can only access Relations from the original document. For example, from the invoice, not the credit note. We’ll soon improve this.
Meta tab
For the joy of developers, we’ve added a Meta tab to the detail view, containing extra information about the Silo Entry: UUID, time of creation and time of last update. Please let us know of any more info you’d like to see here
Replicate documents
Many of you use the `Duplicate` button to manually create new invoices based on previous ones. It’s a time saver compared to starting from a blank page. That’s why we thought that what we needed wasn’t to Duplicate (a exact copy), but to `Replicate` it: to create a new similar document, based on the previous one. Yes, we do obsess about naming! But here’s what you should care about: now, when clicking replicate it’ll automatically assign a new UUID, update the Issue Date and remove the Code. We hope this saves you even more time! :)
Edit closed invoices
Invopop used to never allow changes to close invoices to guarantee immutability as required by anti-fraud standards. However, you sometimes notice a minor mistake after an invoice has is closed, even if it hasn’t been sent to the customer or tax authority and fixing those mistakes wouldn’t have any implications from the tax perspective.
To solve this, we now allow to edit closed invoices, but we store every document version internally to continue complying with anti-fraud standards.
Lots of updates
Sam and Juan were too busy setting the foundations of Invopop company that they didn't bother to document the changes. Startup mentality.
First push to GitHub
And everything started!