New online invoice and email features

We’ve made some small changes to the way that Light Blue’s online invoices and emails work. We’ll be announcing some big new features in the coming weeks but these changes have been made now so that we can start beta testing those other new features.

Online invoices

Our online invoice receipt emails now include a link to view the paid invoice online, rather than including a copy of the invoice in the email itself. There are two main reasons for this change: it works better with a wider range of email clients; and it also protects your clients’ privacy if they’re using an email provider that scrapes the contents of their emails for information.

We’ve also changed the information that’s displayed when your client views a paid invoice. Instead of just displaying your “thanks for paying this invoice” message, we’re displaying all of the details of the invoice so that your client can refer back to it or print it for their records.

Client portal emails

The other new feature that you’ll notice is that copies of emails that are sent for Light Blue’s contact forms, questionnaires, contracts, and online invoices are now recorded in Light Blue’s Outbox and the Activity panel for the relevant records. We’re still CCing a copy of these emails to you so that you get an instant notification when your client has done something, but this gives you a clearer record of all of your communications with your client.

Feedback

As always, we’d love to hear from you if you’ve got any feedback about our new features. And if you’re on our list of beta testers, expect to hear more from us in the coming weeks 🙂