InvoiceOcean Product Update – April 2021

Spring updates keep rolling in, and this InvoiceOcean product update rounds up everything that landed in your account at the end of March and the start of April 2021. Whether you send invoices to a handful of local clients or manage a growing catalogue of products, these changes make everyday invoicing software tasks faster and safer.

Track invoice activity with new notifications

Knowing whether a client has actually seen an invoice is one of the most common questions we get from small business invoicing teams. You no longer have to guess if your clients have opened an invoice link and understood that it has to be paid.

Several users asked us to add a message informing them when an invoice link sent to a client is opened. From now on, you can see notifications about the preview and printing of your invoice by the recipient. You will find them in your document activity, right next to the other events tied to that document.

Additionally, the change of the issue date is now displayed at the beginning of the document activity, and every change is shown in the date format that matches your interface language. For anyone relying on online invoicing to keep cash flow moving, this kind of visibility turns a simple document into a useful payment reminder tool - you can see at a glance whether it is worth following up with a client before the due date.

Smarter invoice sending and bank imports

If you have activated the Client Panel, invoices with a sending error are now displayed in the user panel with a "show only sent documents" filter enabled. This makes it easy to spot a document that failed to reach a client for technical reasons, check on the issue, and forward the invoice again without digging through your full document list.

We also expanded the list of banks supported for automatic imports. You can now import all Wise (TransferWise) transactions from a selected period straight into InvoiceOcean. Go to Account > Import, click "New import", choose "Import Bank Statement" from the dropdown menu, and pick Transferwise from the "Form of payment" options. Matching incoming payments to invoices this way is one of the simplest ways to keep your bookkeeping up to date without manual data entry, and it pairs well with recurring invoices that come due on a predictable schedule.

More flexibility for custom invoice templates

Every business has its own idea of what an invoice template should look like, and this update adds a handful of new handlebars for anyone building a custom document layout.

• - when creating a document export under Settings -> Account settings -> Templates -> Add a new template -> Document List type (export), you can now include the abbreviated department name in both XLS and XML exports.
• - adds the numbers of linked warehouse documents to your template.
• - lets you add the client ID from the client's file to the invoice message.
• - adds the buyer's full name to the invoice.

Custom fields like these matter because no two companies issue invoices in exactly the same way - a well-designed invoice template should carry the details your accounting team or your clients actually need, not a generic layout, especially once you start relying more on e-invoicing for cross-border clients.

Better warehouse and product management

For businesses that combine invoicing with stock control, EAN code digits are now displayed under the barcodes on printouts. Previously, only a barcode was shown next to products on sales or warehouse documents. Many of you asked for the digits as well, since they help identify goods accepted into stores where scanning is not always convenient.

We also added a summary of the warehouse stocks value to inter-branch transfers, so you can see the total value moving between locations at a glance instead of adding it up manually.

Easier login and account security

Finally, a small but popular usability change: an eye icon on the login and registration window lets you show or hide your password while typing. It is a tiny detail, but it removes the guesswork of whether you typed your password correctly, which matters when your invoicing software holds sensitive financial data and recurring invoices tied to your clients.

Try out these new features by creating your invoice with just a few clicks in InvoiceOcean - start your 30-day free trial today and sign up for free.