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InFast
Tell us about features that would help you better manage your sales.
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New feature (142)
Improvement (136)
Anomaly (4)
Have several IBANs for paying bills
To be able to enter several RIB (from several banks) and to be able to select the desired RIB (IBAN) on each invoice. Be able to register several bank accounts in order to offer a selection for customer transfers
1
·
Qualified
35
Edit recorded payments
Following the payment of an invoice and the registration of a payment, be able to modify information such as the date and the amount of payment.
2
·
Qualified
21
Be able to delete multiple drafts in one click
It is possible in the documents tab to make a multiple selection, it would be interesting to allow a deletion on a multiple selection in the actions. In my case, I would like to select all the drafts, and delete them in 1 single operation.
2
·
Qualified
6
Add a deposit automatically on all quotes
By creating the quotes, the deposit can be present on each of them without having to select it each time. Let it be called a “habit.”
1
·
Qualified
2
Create additional email templates
You must be able to create different email templates based on: Of the type of document Of the customer type Articles from the document A payment receipt confirmation template is also required.
4
·
Qualified
25
Show the signature block on invoices
I need to insert the stamp and my signature on invoices (see Voucher for agreement/quotation)
4
·
Qualified
1
Have a 2FA double authentication
Have a double authentication when connecting to InFast
1
·
Qualified
2
Have 2 phone numbers in My Business
To enter a fixed and mobile phone number
1
·
Qualified
1
Set the Customer's first name field to dynamic value
Have the possibility to put the first name in dynamic value instead of last name first name
1
·
Qualified
3
Duplicate the document with the same client
Be able to duplicate the document entirely even the customer so as not to have to hand over the customer.
1
·
Qualified
2
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