Changelog

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. customize_theme.png

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.

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.

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.

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.

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!

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… 6673e5555102f10538015cd0_Photo.png 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. 6673e5782510e68c8b81597f_Photo-1.png 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. 667d55144d01a4a9066de745_Photo.png 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 667d54977b9871ac769c688b_Photo-1.png 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! :) 667d54ae59ac407ee6e8e9c2_Photo-2.png 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.