{"id":1843,"date":"2024-10-11T16:39:32","date_gmt":"2024-10-11T13:39:32","guid":{"rendered":"https:\/\/fleio.com\/blog\/?p=1843"},"modified":"2024-10-11T16:42:51","modified_gmt":"2024-10-11T13:42:51","slug":"fleio-2024-10-0-beta-referral-review-system-partial-invoice-payments-ticket-permissions-and-notifications-for-staff-users-exporting-clients-to-csv-and-many-more","status":"publish","type":"post","link":"https:\/\/fleio.com\/blog\/2024\/10\/11\/fleio-2024-10-0-beta-referral-review-system-partial-invoice-payments-ticket-permissions-and-notifications-for-staff-users-exporting-clients-to-csv-and-many-more\/","title":{"rendered":"Fleio 2024.10.0 beta – Referral review system, partial invoice payments, ticket permissions and notifications for staff users, exporting clients to CSV and many more"},"content":{"rendered":"\n

Fleio 2024.10.0 beta is now available and you can test it in your lab environment.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n\n\n\n\n

Review system for referral credit<\/h2>\n\n\n\n

Now, you can use the ‘Referrals’ menu section under the Orders group, accessible only if the Referral review system is enabled. This section will display a list of all referred sign-ups. Referral credits will have the following statuses: Pending, Approved, Canceled, Completed – Paid and Completed – Unpaid. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Allow partial invoice payments when credit is added<\/h2>\n\n\n\n

We have added a new feature that allows automatic partial invoice payments when credit is added to a client’s balance. With the ‘Allow partial invoice payments on add credit’ setting enabled, unpaid invoices will be automatically settled, either partially or fully, simplifying the payment process for clients.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Allow to restrict tickets for staff user by department<\/h2>\n\n\n\n

Fleio can now allow ticket restrictions for staff users by department. This ensures that not all staff users can view tickets from every department. You can assign users or user groups to specific departments.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Exporting clients to CSV<\/h2>\n\n\n\n

Similar to export invoices to CSV, we have added the ability to export clients to CSV as well.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Email notification when a ticket is assigned or unassigned<\/h2>\n\n\n\n

Fleio is now able to send email notifications when a ticket is assigned or unassigned to a staff user. This ensures that staff members are informed about their ticket assignments, improving the workflow efficiency.<\/p>\n\n\n\n

More improvements<\/h3>\n\n\n\n