Payaca updates
Payaca updates

Items 🀝 Materials




There's lots changed on our new Item page!

You are now able to record all the materials you need to deliver a particular item, and see calculated cost/margin ranges.

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We can't wait for you to see what we're planning for the future of this feature! 🧁

Upload your customer data πŸš€




Whether you're new to Payaca or you've been with us for years, bringing new customer data into your account shouldn't be a manual chore!

In the same way you can upload your Items via CSV, you'll now find an identical option on your Customers page for adding your customers, contacts and addresses. All in a single sheet!

Just download our template, add your data and upload to see your customers appear in Payaca. Simple! πŸ§™

This is a tool for adding new data, so this tool cannot be used to add/edit data of existing customers.

As always, any problems or questions: talk to us on live chat and we'll give you a run through πŸ’¬


Automations switched on for everyone! πŸ”ŒπŸ’‘




Over the last few months, a small group of Payaca users have been testing our new automation tools. It's the best way to:

  • Automate reminders/customer communications πŸ“¨
  • Manage integrations with accounting software πŸ’Έ
  • Move deals through custom pipelines ➑️

Thanks to everyone who took part in the BETA testing of this feature and for all the feedback - We're excited to now open up these capabilities to all Payaca users!

The next time you sign into the Payaca webapp, choose "Automations" from the sidebar. "Team" and "Business" subscribers can create custom automations. Businesses with a Solo plan have access to our Invoice Reminder templates.

Got questions about automations and what they can do for your business? Drop us a message! We'll be happy to jump on call or we can arrange a demo πŸ‘©β€πŸ’»

New Commercial Catering Inspection Record form πŸ“„




The "Commercial Catering Inspection Record" form is now available 🍳


Welcome to the Material World 🧱




Following on from our Suppliers page update last week, we've added a Materials page. This is also available under Items in the left hand navigation bar.


User the Suppliers and Materials pages to keep track of:

  • Which materials are available from a particular supplier πŸ€·πŸ½β€β™€οΈ
  • Which suppliers provide a particular material (and who is the cheapest) πŸ’°

Check it out and let us know what you think! We have a lot more related behaviour in the works, so keep an eye out for future updates πŸ‘€

We've added some more emojis! 🀯




Michael Paini asked today if we could add some new emojis, so we did. Now you can spice up your quotes and invoices with these new emojis πŸ¦₯πŸ¦™πŸ”ΊπŸ›‘πŸš¨βŒ


Non domestic gas safety certificate form now available πŸ“„




We've added a new form! The "Non domestic Gas safety Certificate" is now available to use. Our forms feature is only available to "Team" and "Business" packages, get in touch if you're interested in finding out more 🎷 image.png

Manage your suppliers with Payaca!




Some of you might have noticed that we've built a new section for you in the web app - the Suppliers page! You can find this page under Items in the left hand navigation bar.

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On the Suppliers page you can:

  • search and view suppliers πŸ”Ž
  • create, edit and tag suppliers 🏷
  • delete suppliers ❌

We have big plans for Suppliers and how they will eventually feed into the creation of purchase orders, but it's pretty simple for now. Look out for updates πŸ‘ as we add more related behaviour!

Automation templates




We've set up a few automation templates so you can quickly set up automating your quote expiry and scheduled event reminders ⏱

Our Automations feature is still in Beta, so if you want early access drop us a message on Intercom


Automation email attachments πŸ“Ž




You can now add an attachment to any emails which are sent out via Payaca Automations πŸ¦„

ℹ️ Our Automations feature is still in beta testing and isn't available to all users. If you'd like to get involved in giving us feedback and shaping Automations for the future, get in touch!