Changelog
Follow up on the latest improvements and updates.
RSS
new
Clients
Articles
Documents
payments
Customizable lists 🏗️
Many of you asked for changes to the columns displayed in the various lists so we
give you the power
!You are now free to
organize the columns
of your lists according to your needs 📏Add columns, remove others, change their order... it's up to you!
improved
Document editor
Preview and print your document 🖨️
It is making a comeback 🤩 You can now
view and print
your document directly from the list of your documents or from the document editor!From the document editor, click on
the printer icon
at the bottom right of your document:The
PDF preview window
for your document opens. You can more easily keep an eye on its final rendering to modify it if necessary!All you have to do is click on the
Print button
, and that's it 🚀improved
Document editor
New display of the totals of your quotes and invoices ✅
Your totals are reorganized to facilitate the completion and readability of your quotes and invoices 👀
On your quotes
: your deposits are now to be added after your possible discounts and energy bonuses by clicking on the +Add a deposit button
.On your invoices
: you can now add a payment by clicking on the +Add a payment
button in the “Payments” section which displays the Remainder to Pay.On all your documents
: your totals including VAT and are highlighted for more readability at a glance!InFast is getting a new look with a rejuvenated interface and full of new features!
Mobile and tablet versions 📱
InFast is equipped with a brand new interface that automatically adapts to mobile phones and tablets to offer you an optimal experience, regardless of the size of your screen.
Automatic backup 💾
Changes made to a document are saved instantly.
Payments 💰
A new view allows you to search for your payments using advanced filters. You can also make refunds and create new payments directly from this list.
New document types 📃
- Order forms
- Delivery notes
- Custom document types
All these documents are compatible with electronic signature via InFast-inBox ✍️
Available on the Furious offer. The old order forms are no longer available but you can finalize the existing ones.
Sponsorship 💸
InFast now provides you with advanced monitoring of your sponsorships: relaunch your pending requests and collect your gifts directly from this page.
InFast's new sponsorship program now allows you to win gift vouchers ranging from €50 to €250 to be used directly in the brands of your choice. The more you refer, the more money you earn! 🤑
Notifications 🔔
Find all the important alerts requiring your attention: new messages from your customers, accepted quotes, renewal of your subscription,...
Notes on documents 📝
In the same way as on customers and articles, it is now possible to add notes on a document.
Document editor 📐
A new “linked documents” block allows you to easily navigate between your quotes and invoices for the same project.
Customizing documents ⚙️
- Display or not of certain blocks
- Recording of changes in the article sheets
Status of documents 🏷️
- change: documents already finalized and being modified
- draft: documents that have never been finalized.
Viewing emails 📨
To make it easier to escalate the discussion thread with your customers, we redesigned the email viewer to display the complete thread, just like on a regular mailbox.
History of a document 🧵
A new way to track and find important events in your documents, from the creation of the estimate to the payment of the final invoice.
Professional customers 🤝
You must now specify whether your customers are individuals or professionals. For professionals, inFast helps you find their legal information by suggesting companies corresponding to the name or SIRET you provide.
Address search 🔍
When you type in an address for a customer, inFast suggests complete addresses to help you fill in all the fields automatically.
Email templates 🖋️
It is possible to add formatting (bold, italics, color,...) to your email templates.
Home 🏠
Find recent activity on your documents from the home page.
Image editor 📏
When adding a logo, you can crop the image and add margins for millimeter viewing.
Account change in 1 click 🔀
If you have multiple InFast accounts, you can now switch between accounts without signing out.
Do you have a
WordPress
online sales site with the WooCommerce
plugin?Do your items have variants?
Note that our
WooCommerce
plugin is now able to synchronize and create your invoices with the variants of your items. 🚀new
payments
Exporting cash receipts 💰
Do you declare your collected turnover?
You need to know month by month:
- The amount of your payments?
- If the cash receipts were used to pay for services or items?
Export the amount of your payments month by month with a new export. 📊
Find the export of your payments from the module "Import / Export" (“Receipts” tab)
new
Statistics
Reporting module 📊
After many months of development, we are happy to announce the release of our new reporting module 🎉
Reports allow you to save time to identify revenue and profitability opportunities for your business.
Have a view of:
- your turnover
- your margins
- your payments
- your best customers and items
And much more!
With customer and item categories in particular, it is easy to segment your business.
Here are a few use cases in this article.
To get started with the module, check out this article.
improved
Document editor
INBox
Acceptance of the CGV ✅
Following your requests, your
General Sales Conditions (GTC)
are now accepted by your customers when your quotations are accepted or electronically signed.Learn more about the general conditions of sale in InFast: https://aide.intia.fr/fr/articles/469326-envoyer-vos-conditions-generales-de-vente-cgv
new
Documents
INBox
Signature of quotations ✍️
(very) many of you asked us for it and you were heard. Your customers can now sign your quotes with simple electronic signatures! 🤩
No need for paper mail or manual signatures, quotes signed on InBox have probative value.
improved
Dashboard
New dashboard 📈
The dashboard is getting a new look with a brand new interactive chart for your turnover.
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