Customize Invoice Layouts

Customize Invoice Layouts

Customize Invoice LayoutsPinnacle Ai
Published on: 10/10/2025

Your invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

System Updates
Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate ActionsPinnacle Ai
Published on: 13/08/2025

The channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!

System Updates
Manage Invoices for Failed Subscription Payments

Manage Invoices for Failed Subscription Payments

Manage Invoices for Failed Subscription PaymentsPinnacle Ai
Published on: 02/05/2025

Outstanding payments can be frustrating, especially for subscriptions where you don’t want to disrupt the customer's experience while still getting paid. This new feature will give you one more avenue to deal with it.

System Updates
Import Old Invoices Using CSV

Import Old Invoices Using CSV

Import Old Invoices Using CSVPinnacle Ai
Published on: 17/04/2025

Keeping your accounting in order within the system has become easier; you can now bring older invoices over in CSV files. So, in a few clicks, you can bring external data into the system without triggering automated reminders.

System Updates
Additional Default Reminders for Invoices

Additional Default Reminders for Invoices

Additional Default Reminders for InvoicesPinnacle Ai
Published on: 02/04/2025

Invoice Reminders help you improve your payment rates and improve the customer experience, helping clients take care of their responsibilities. However, configuring them can be time-consuming, so we’re excited to introduce a few updates to them.

System Updates
Edit Payment Schedules for Partially Paid Invoices

Edit Payment Schedules for Partially Paid Invoices

Edit Payment Schedules for Partially Paid InvoicesPinnacle Ai
Published on: 18/03/2025

Payment Schedule allows you to provide a simple structure for customers to purchase your products without having to pay at once. However, as changes occur and situations pop up, you might need to update your invoices as well. With this feature, you can achieve that.

System Updates
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