Updates

New Properties for Invoices & Subscriptions

We added several new properties to the Invoices and Subscriptions pages. Most of them are hidden by default and you have to click on the filter button to view them. These new fields should make bank reconciliation easier. All new fields can also be exported.

On the invoices page we have added:

• Payment date (Date that a payment is made. Please note that for old invoices this property has not yet been backfilled.)
• Payment method (Credit card or bank account with last 4 digits)
• Fees (i.e Payment processing fees)
• Fees absorbed (True or False depending whether the merchant or client pays for the fees)
• Currency

For subscriptions, we have added:

• Next payment date (date of the next charge date)

Company Extension Channels

You can now create company-level Local Extensions. This lets you embed a product and make it visible to multiple client users that are assigned to the same company. With this update, you can now create company-level File channels, Message channels, and Local Extensions.

Improvements & Updates

• Increased the size of the brand icon that shows in the top of your sidebar.
• Improved the left-alignment of various pages on mobile.
• When a client only has one messaging channel, we now hide the channel sidebar so that the full width of the page can be dedicated to the message history area.
• Updated the company icon on the CRM that is shown when no company has been added.
• On the page where clients accept their invite, updated the copy to make it clear that they are setting a password for their account.
• Fixed a bug that prevented drag & drop in the Files module when you dropped a file on the root bread crumb.
• Fixed a bug where the invoices page  flickered briefly after a client pays for an invoice.

Improvements and Updates

• Redesigned the Settings experience in a full-page view. We made numerous updates to make the various Settings subpages clearer and faster to use on desktop and mobile.
• Invoices will now show the legal company name you set on the Settings/General page instead of the brand name set on the Settings/Customization page.
• When you initially add your bank or Stripe account, you can now select your country on a dropdown.
• Fixed a bug that prevented invoices assigned to companies from showing on the client details page.

Company Messaging Channels

If you want to send a message to everyone in a company, instead of just an individual client, you can now create a company-level messaging channel.

Improvements and Updates

• Fixed a bug that caused logos to render incorrectly on invoice PDFs in some scenarios.

Company File Channels

If you want to share files with not just a single client, you can now create a company-level file channel that is visible to all clients that are assigned to the company.

Improvements and Updates

• Users can now log in to their portal joinportal.com. If an email/password is associated with multiple portals, all of the workspaces are shown.
• Improved the performance of the CRM page. If you have 100s of clients, scrolling on this page should now be much smoother.
• Fixed a bug where the billing period didn't show on a downloaded invoice.
• Fixed a bug where some invoices didn't appear on the client details page.

Message Edits

You now now hover over any message you have sent and edit it. This feature builds on last week's release where we added message deletions. Note that this feature is only available to internal users. Clients cannot edit messages they have sent.

Improvements and Fixes

• You can now assign invoices and subscriptions to companies (instead of just individual clients). When you do this, all clients assigned to the company can view and pay for the invoice.
• When creating an invoice or subscription from the client details page, the client is now auto-filled.
• Fixed a bug where files with special characters could not be opened on some browsers.

International Billing

Starting today, you can use Portal's Billing module with USD, CAD, AUD, EUR, CHF, and GBP currencies. Note that the currency of your portal is based on the connected account. Also note that these new features are limited to one-off invoicing. A future update will extend multi-currency support to subscriptions (recurring invoices).

Delete messages

Internal users now have the ability to hover over a message and delete it. Client users do not have this same ability.

Improvements and Fixes

• Global Extensions now show on the internal sidebar. Previously they only showed in the client user experience.
• Improved how embeds render in the new Knowledge base. They now fill the full width of the page.
• Fixed a bug that prevented some users on Safari from uploading files.

Improvements and Fixes

• Improved the design of tags on the Knowledge base.
• Improved the mobile editor view on the Knowledge base.
• Improved the reordering experiences of articles and tags on the Knowledge base.
• Improved the custom visibility modal on the Knowledge base.
• Fixed a bug on the Knowledge base page where users were able to horizontally scroll on mobile devices.
• Fixed a bug on the Client Details page that caused the Files tab to render twice instead of once.

Knowledge Base 2.0

We couldn't be more excited to unveil the next iteration of the Knowledge base. If you want to read the full announcement you can view it here. The main feature additions include:

• A powerful new editor that supports rich text, images, videos, file attachments, and embeds.
• Custom visibility rules that let you share content with only a subset of your clients.
• A beautiful redesign that prioritizes the mobile experience.

Improvements and Updates

• Updated the sender name in email notifications to the portal name. This will make email notifications more relevant.
• Improved email deliverability so that fewer email notifications land in spam.
• Improved the mobile design of some settings pages.

New Files Module Controls

We added two new preferences to the Files Module. These preferences are accessible to internal Admin users on the Settings/Files page.

The first new preference lets you control if clients should be able to add their own files. We've heard from many of you that you want files for clients to be read-only, and that is now possible.

The second new preference lets you lock folder structures. If you want all of your client information to be organized in the same way (i.e. with the same folder hierarchy), you can now do that.

Improvements and Fixes

• Fixed a bug that prevented client users on mobile from navigating between Extensions.

Improvements and Fixes

• Added an option to Settings/Files that lets you prevent client users from deleting files. By default this setting is disabled.
• Improved how the Extension page renders to clients. It now takes up the full page width when there is just one connected channel.
• Updated the Settings/Plans page to clarify differences between the Standard and Pro plans.
• Fixed a bug that prevented some users from connecting their Stripe account.