Invoicing and taking payments just got (even) easier via the FreeAgent mobile app

Your clients may have noticed some slick improvements and glossy new functionality in the FreeAgent mobile app. We’ve been working behind the scenes to deliver a series of updates to make it easier to manage invoicing and payments via the mobile app. We’ve done this by introducing more of the features from the desktop version of FreeAgent to mobile. 

Here’s a rundown of all the new mobile updates your clients can enjoy: 

1. Connect FreeAgent to Stripe to accept debit and credit card payments directly from FreeAgent invoices.
2. Set a default payment provider (Tyl, Stripe, GoCardless or PayPal) for invoices.
3. Set up a Direct Debit mandate with customers and take payments with GoCardless.
4. Choose when to collect Direct Debits via GoCardless.
5. Use an in-app ‘take payment now’ button to collect GoCardless Direct Debit payments.  
6. Quickly and easily preview invoices on the mobile app.
7. Add an online payment link to invoice PDFs to take payments via Stripe, PayPal or Tyl by NatWest.
8. Check on the payment statuses of FreeAgent invoices from within the mobile app.

To access and explore all of this new functionality, your clients will need to update to the latest version of the FreeAgent mobile app via the App Store or the Google Play Store. You can also share this flyer, outlining the benefits of using FreeAgent on the go. 

And, if you missed our update on Smart Capture Unlimited, your practice now has full control over your clients’ access, billing and usage of the feature. You and your clients can process limitless receipts and PDFs in FreeAgent, automatically extracting the date and amount. The data is matched to bank transactions or can be converted to an out-of-pocket expense and categorised. Please contact your account manager to discuss pricing structure and discounts.

Keep an eye out for more exciting updates and improvements to the FreeAgent mobile app - coming soon!