Welcome to the September release of Bigcapital, Today we’re super excited to release new major features that many customers have been waiting for, one of highighted feature is the invoice PDF customization.

With Bigcapital's September release, users can now customize their invoice, estimate, receipt, credit note, or payment receipt to better align with their brand identity and business needs. This allows businesses to change primary or secondary colors, add their company logo, change label text, or even hidding some items from PDF documents you don’t want to show them to the customer.

You can easily add multiple invoice templates for different scenarios, such as different payment terms or logos. There’s no limit to how many standard invoice templates you can create.

Stripe Integration

Stripe is a standard payment infrastructure being used by most customers who running their business on the internet, we have partnered with Stripe so you can accept online payments so your customers can pay for your invoices using their preferred payment method.

One of the key focuses when building the Stripe integration with Bigcapital was ensuring a seamless connecting with your Stripe account. You don’t need to create a new Stripe account – simply connect your existing Stripe account to Bigcapital and start issuing invoices and accepting payments right away, all through your Stripe business account. always you have the choice to create seperate Stripe business account for different use cases.

With Bigcapital and Stripe, you can accept payments in multiple currencies, to allow your international customers to pay in their local currency.

Invoice Payment Link

Invoice Payment Links! Now, you can easily share a unique payment link with your customers, allowing them to view or download their invoice and pay online. Simply generate the link for any invoice and send it via email or share it through other channels.

Your customers can click the link, view their invoice, and complete the payment using their preferred method, making the payment process quicker and more convenient than ever.

We would like to develop and improve the receivable service further, aiming to fully automated in the next upcoming releases.

Today, we are excited to announce a major release with significant improvements to our banking service. One of the most important features is the ability to categorize or match multiple bank transactions with a single Bigcapital transaction at once.

Additionally, we have introduced bulk transactions excluding and un-excluding. In the banking service, you can now perform actions for multiple transactions, such as deposits or withdrawals, at once. This is especially useful if you have hundreds or thousands of duplicated transactions. Excluding actions allows you to eliminate duplicated transactions from your statement and ensure they are not included in the organization's financial statements.

Pause, resume or stop bank account connection.

When you connect your bank account Bigcapital syncs all the bank transactions to Bigcapital, now you can decide to pause or resume the automatic transactions syncing temporarily for any specific bank account for better control or disconnect the bank account disconnection entirely.

When disconnecting the bank account connection you need to verify and connect the bank account connection again. If you disconnect an account from online banking, your existing accounting data won't change. You can always reconnect it anytime to start sync transactions again.

Record overpayments as a credit.

When a customer pays more than the invoiced amount or pays in advance in some cases, the excess payment can be recorded as a credit. This credit can then be applied to future invoices, ensuring accurate financial records and automating the reconciliation of customers and vendors accounts

Billing page

With the new improvements in the billing page, you can upgrade the subscription plan, change the payment method or even pause the subscription and view the current status of your organization's subscription.

We are thrilled to announce the launch of new enhancements to the banking service, including the introduction of bank rules and the ability to categorize and match bank transactions manually. These improvements will significantly reduce the time it takes to close your books.

Bank rules are set of predefined criteria that you set up for your bank account. You inform Bigcaptial how the pulled bank transactions being automatically categorized and assigned to the appropriate categories and accounts. This process saves you time, streamlines reconciliation, and ensures your financial records are accurate.

Bank transactions matching

Once you connect your bank and credit card accounts, Bigcapital automatically pulls the latest transactions. It suggests matching transactions that already being created in Bigcapital. All you have to do is approve the match if it's correct.

We will introduce more additional improvements to the banking service in the next major release.

You can now upload and attach documents to any type of transaction like invoice, bill, expense, or even physical bank transaction, to retrieve the source documents easily later on, it's only visible to you and other users of your organization.

This allows for more organized recordkeeping, In a digital system, it makes losing or forgetting these documents almost impossible.

You'll need to configure S3 environment variables on the self-hosted edition before using the feature.

Bank feeds syncing

Now in Bigcapital Cloud, you can connect your bank to Bigcapital and set up bank feeds automatically to import transactions from your bank or financial institution directly into your Bigcapital organisation, that will eliminate the need to import transactions manually.

Bigcapital works with Plaid, a specialist provider of secure bank data connections, to offer the ability to automatically import your bank transaction data.

Print resource tables

Previously, printing was limited to financial reports only. With this major release, you can now print any resource table, including invoices, charts of accounts, bills, expenses, and more. This enhancement is important for accounting, as it facilitates better record-sharing by providing hard copies of essential documents.