Technical Support Blog – Free Invoicing Software for Small Businesses | Invoice Ninja

WePay is being removed from Invoice Ninja

Shalom Stark — Sun, 17 Dec 2023 08:50:03 +0000

On December 31, 2023 the WePay integration will be removed from Invoice Ninja.

But not to fear!

If you have recurring invoicing with auto-billing, you can move over to Stripe with zero interruption!

We also support 15+ other payment gateways options!

Migrate your invoice auto-billing to Stripe

1. Create a Stripe account and request PAN from WePay: https://stripe.com/docs/payments/account/data-migrations/pan-import

2. Wait for Stripe to migrate your payment tokens from WePay….

-After Stripe has completed migrating your gateway, *if you have not yet migrated to the new Invoice Ninja v5 platform, please migrate now: https://invoiceninja.github.io/en/migration/#v4-sunset

3. Use “Stripe Connect” in your Invoice Ninja account & use the “Import Customers” feature to pull in your customer data (and payment tokens) from Stripe.

That’s it!

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Looking for more payment gateway options?

–Our updated PayPal integration also offers Venmo!

–Invoice Ninja integrates with 15+ payment gateways! Click for more!

Need assistance? We are here to help! Contact Us!

Updated PayPal integration now includes Venmo!

Shalom Stark — Sun, 10 Dec 2023 08:55:53 +0000

Our updated PayPal integration now includes Venmo!

This PayPal update is ready inside your Invoice Ninja account!

It’s free and easy to update your PayPal integration. It comes with Venmo and an improved checkout for your customers.

Venmo users spend 2x’s more.

Our new PayPal integration now offers Venmo for your customers! And it’s FREE!

How to update with Venmo?

Log in to your Invoice Ninja account.
Under account settings: Settings>Payment Settings, “New Gate way” add the new ‘PayPal Platform’ integration!

*If you have an existing ‘PayPal Express’ integration, first click to delete ‘PayPal Express’ and then click “New Gateway” to add ‘PayPal Platform.’ That’s it!

Now you’re ready to get paid!

Google Chrome Task Extension

David Bomba — Mon, 20 Nov 2023 05:39:52 +0000

Manage your tasks from anywhere!

We are pretty excited to release into beta our new Google chrome task extension.

This extension will allow you to manage all of your tasks within chrome. Being able to easy create, start and stop tasks has never been easier!

Please let us know in the comments what other features you would like to see from the chrome extension!

Migrate to the new Invoice Ninja!

aziz — Fri, 17 Nov 2023 08:00:00 +0000

3 steps to migrate to v5!

Log in to your account, navigate to ‘Settings > Account Management‘
Select “Start Migration.”
Select [all] companies, enable “Force migration”, and “Continue”.

*You will receive an email when your v5 migration has completed.

After migration, your new v5 login is here: https://app.invoicing.co/

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What’s new in v5?

Invoices sent from your Gmail Account (Pro & Enterprise)

Email invoices, quotes, & payment reminders via your Gmail or MSN emails!

Purchase Orders

Create Purchase Orders to email vendors. Approved PO’s convert into expenses to rebill or log for reporting.

Inventory Tracking

Inventory levels are reduced automatically as products are invoiced and set notifications for low inventory thresholds.

New Invoice “Life-cycles”

New “Invoice Life-cycles” to meet a range of global accounting needs:

Cancel Invoice
Reverse Invoice
Restore Invoice

Create Group Settings

Show different company logos & contact details to different client groups, configure different payment terms to different client groups, use different languages to different client groups, many use cases!

Expanded Payments

Multiple payment gateways supported per account.
Support applying one payment across multiple invoices.
Enable ability to overpay/underpay an invoice.

Expanded Tasks & Projects

Include/exclude work-time details when sent to invoice.
Added ability to attach documents to timed-tasks.
Added ability to specify the rate on the task itself.

Advanced Settings (Pro & Enterprise)

Increased interlinking up to to 10 companies per account.
Increased number of custom invoice fields to 4.
Increased number of tax rates per invoice to 3.
Custom field types: text, multiline, dropdown, date or switch.
Support for unlimited custom invoice designs.

More v5 Features

Support enabling inclusive/exclusive taxes per client.
Additional users can belong to multiple companies.
Option to receive notifications for failed payments.
Determine when the invoice number is set (save or send).
Email template for partial payments/deposit payments.
Option to track product cost to calculate the markup.
and much, mor much!