News & Updates

Our software is constantly being updated with new features & improvements.

Introducing Powerful New Batch Actions for Documents

January 31, 2025 – Managing documents just got a whole lot easier in SalesBinder! We're excited to introduce our latest feature: Batch Actions for Documents, designed to streamline your workflow and save you valuable time.

New: Batch Edit Your Data in Spreadsheet View

August 15, 2024 – Managing your data just got a whole lot faster! With this new update, you can batch edit all your customers, prospects, suppliers, and inventory items in a beautifully formatted, spreadsheet-style view.

Custom Fields Everywhere: Customizing Your Data

May 01, 2024 – We're excited to announce a powerful new feature, Custom Fields for all types of data! This update empowers you to tailor your SalesBinder account to your specific needs by creating extra fields that capture the exact data you require.

New: Purchase Order Payments

April 12, 2024 – Starting today you're now able to record your own payments made towards purchase orders for your suppliers/vendors. This enables you to keep track of which POs still have balances owed and which ones have already been fully paid.

A New Billing Portal for our SalesBinder Subscribers

March 25, 2024 – Starting today we have a new billing portal for managing your subscription with us. It includes tons of improvements and streamlines our entire billing process

New Year, New Updates & Improvements

January 11, 2024 – Happy New Year from everyone at SalesBinder! We have a lot of big updates planned for this year along with some great new things we've already released over this past month.

System Upgrades: A Database Success Story

November 14, 2023 – We're thrilled to share a milestone achievement that's been the buzz behind the scenes here at SalesBinder. After months of meticulous planning, coding marathons, and a fair share of caffeine, we've successfully replaced our entire system's primary databases – it's been quite the adventure.

QuickBooks Integration Improvements

August 30, 2023 – We recently introduced some new features and improvements to our long running QuickBooks Online integration and we’re pleased to share details on all the changes.

Changelog

Jan 23, 2025 Improvement
We’ve improved QuickBooks Online synchronization! Invoices, credit notes, purchase orders, payments, and refunds now sync more seamlessly by automatically fixing common syncing issues, ensuring your financial data stays accurate and up-to-date.
Jan 14, 2025 Improvement
Customer Billing Statements now present canceled invoices more clearly. Canceled invoices are displayed in a greyed-out style with the totals crossed out, providing a clear reference to the original amounts while indicating that these totals are excluded from the customer’s statement calculations.
Sep 17, 2024 Changes
We’ve added the ability to assign suppliers to unique inventory items. While you can’t add these one-of-a-kind items to purchase orders for restocking, assigning a supplier can still be valuable. You can filter your inventory list by supplier while also including your unique items now.
Aug 15, 2024 New Feature
Batch Edit Mode now supports editing your data in a nicely formatted spreadsheet-style view.
Aug 8, 2024 Improvement
We've added a new option to filter your inventory list by items that are not assigned to any suppliers/vendors. You'll find this in the Supplier Filter as a new option that appears in the drop down menu.
Jul 3, 2024 New Feature
Starting today, you can email your customer’s billing statements as a PDF attachment directly from the report. Additionally, you can apply a date range filter and email the specified version of the statement.
May 9, 2024 New Feature
Manage your Numbering Sequences for all different types of records. For example, you're now able to choose what the next auto-incrementing invoice number will be, or customer number, or PO number, along with many other types of records. Just go to Settings >> Account Setup >> Numbering Sequences and start adjusting your sequences however you like.
May 1, 2024 New Feature
Custom Fields are available everywhere now! You're now able to setup extra fields for all your different record types (such as customers, invoices, POs, etc) and customize how you want them displayed. We've always had custom fields for inventory, but we've now expanded this for many more more types of records. To get started, just go to your Settings >> Custom Fields.