February was a big one.
We focused on three things: (1) Automating collections (Autopay), (2) Upgrading the Admin experience, and (3) Deepening ERP reliability and data synchronization. Below are the highlights.
Autopay Is Live (ACH + Credit Card)
FreshlinePay now supports automatic invoice collection on due date. As long as the customer provides consent, invoices can automatically charge their ACH account or credit card.
What's new:
- Set a default payment method per customer
- Automatically charge invoices on due date
- Manually charge invoices using saved payment methods
- Improved ACH response handling and clearer internal status flags
- Payment reminder email button (when using FreshlinePay)
- Better autopay error surfacing
This materially reduces AR overhead and improves cash flow predictability.
Autopay statuses in the Orders list: Scheduled, Paid, Open, Past due.
Customers Can Save & Manage Payment Methods
Customers can now save payment methods themselves, set a default, update or remove cards and ACH anytime, and view invoice payment history directly from /payments. No more back-and-forth for card updates — more self-serve, less admin overhead.
Customers can save payment methods and set a default from the Payments page.
Upgraded Admin Dashboard
We rolled out a refreshed admin experience, including:
- Improved dashboard overview
- Cleaner analytics layout
- Top Products view with adoption trends
- Internal Notes that persist on customers and surface during order creation
Improved dashboard overview with cleaner analytics and date range controls.
Top Products: Adoption Rate Trends
When comparing to previous periods, Top Products now show: percentage of orders, adoption trend (up or down vs prior period), gross margin, and sales volume. This makes it easier to see what's gaining traction, what's declining, and what's profitable.
Top Products with adoption trends, percentage of orders, and margin metrics.
Quick Edit (Advanced Plan)
Quick Edit is now a true spreadsheet-style interface. You can edit picksheets inline, toggle column visibility, save grid state, print clean grid layouts, and work line-item first. Designed for operators who want speed.
Quick Edit: spreadsheet-style picksheets, column visibility, and print-ready grids.
Default Cost Price Rule (Advanced Plan)
We introduced the concept of a Default Cost Price Rule. This allows you to manage single-priced products directly from the product page, automatically derive pricing logic from cost, and simplify margin management — especially helpful for distributors with standardized pricing.
Default Cost Price Rule: manage single-priced products and derive pricing from cost.
New Modern Invoice Layout (All Plans)
We added a new invoice layout option: cleaner typography, improved note handling, better footer support, and print-safe formatting. Available across all plans.
New modern invoice layout with cleaner typography and print-safe formatting.
Choose the Modern layout in Settings → Invoice display.
Payment Reminder Emails
If you're using FreshlinePay, you can now send a payment reminder directly from the invoice — one click, branded email, linked to live payment.
Send payment reminder from the order payment section.
Internal Notes on Customers
You can now add Internal Notes on customers that persist at the customer level, surface when creating orders from the dashboard, and help teams avoid mistakes. Small feature, big operational impact.
Internal notes on the customer: persist at customer level and surface during order creation.
ERP & Data Sync Improvements
We continued investing heavily in reliability across integrations.
Microsoft Dynamics 365 Upgrades: Increased frequency of bidirectional sync of product variants; bidirectional sync of customers and contacts.
QuickBooks Online Upgrades: Sync product variant default cost and price; unified logging; correlation and causation ID propagation.
Striven Upgrades: Full integration across multiple fields improved; increased number of components available for sync status.
On-Prem ERP Connector Upgrades: Added safeguards to ensure invoice notes sync correctly, cancellations and discounts are handled properly, inventory stays aligned despite regressions from on-prem ERP, and duplicate updates are prevented, resulting in cleaner data and fewer manual fixes being required.
Net effect: fewer reconciliation errors, better financial consistency, stronger transactional correctness.
What February Delivered
- True Autopay (ACH + Credit Card)
- Self-serve payment management
- Upgraded Admin analytics
- Spreadsheet-grade Quick Edit
- Stronger ERP synchronization
- Cleaner invoices
- More resilient integrations
Automation, visibility, and operator speed. March will continue deepening payments and enterprise-grade reliability.
— Robert & the Freshline Team