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Improvement

July Small Improvements ๐ŸŽ

Erin avatar
Shared by Erin โ€ข

Hi there,

July has brought a few handy updates to make managing customers, orders, payments, and integrations even easier. Here's what's new:
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๐Ÿ’ณ Request customer payment details & send invites

  • Suppliers with an active Pinch account can now use the โ€œRequestโ€ button in the customer list to request access to payment details.
  • You can also invite customers to create an Upstock account while requesting their payment details.

๐Ÿ“ฆ Push sales orders to integrations before approval

  • Sales orders can now be pushed to an integration before approval, making it easier to check or assign inventory before notifying customers their order is approved โ€” especially for supermarket orders.

๐Ÿ’ฐ Set up payment reconciliation in advance

  • You can now configure payment reconciliation settings before connecting a payment provider, so everything is ready when you set up payments.

๐Ÿ”„ Easier Xero customer imports

  • Xero contacts are now ordered by last updated date, so your most recently updated customers appear at the top for quicker importing.
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