Streamline Your Documentation and Emailing with Moon Invoice

Regarding best accounting practices, Moon Invoice is always the top priority for professionals.

The best accounting software offers the best solution for invoicing, estimation, project management, estimates, receipt, and many more.

Although it carries all the essential features to offer marvelous services to the end users, the development team is still going the extra mile to convey the best features. Their hard work, dedication, analysis, and research always upscale the operation and fuel the user's convenience. With time, the Moon Invoice team always brings new updates for the superior experience of accessing this platform.

Recently, in January 2025, the team introduced the "My Documents" module and the "Default Mail" settings feature. These new options aim to simplify the documentation process of users and email sending.

Visit https://www.mooninvoice.com/pricing for pricing details.

What Is My Documents Module?

The "My Documents" module is a documentation section that aims to streamline document recording and access. A user can effortlessly upload all the important documents to one place and access them at any time. This positively impacts the overall operation while making documentation simple and effective. The user can store documents up to 1GB in this space.

Key Features of My Documents:

Set up a PIN - Users can set up a PIN to prevent unauthorized document access.

Create Folder - It is easy to create a folder with the "+" icon, available on the screen. Users can rename it, make it a favorite, or delete it when required.

Upload Files - Users can upload all the important files directly from the + icon.

Sort By - The user can sort documents by Name, Created On, File Size, Ascending, or Descending.

Show Folder - Users can show the folder at the top or mix it with files.

Type - Get the documents based on their type (spreadsheet, PDFs, Documents, Folders, CSV or TSV)

Created on - Get the documents on the basis of their time of creation. This can be either this week, last week, this month, last month, and so on.

Search Bar - Search for the required documents by entering them into the search bar.

Grid View & List View - Users can select grid view or list view to access the documents as required.

What Is Default Mail Setting?

A default mail setting helps users configure the default email type. A user can choose Moon Mail Server, Gmail, or Outlook.

The below steps are necessary to follow to configure the settings:

-> Click on the settings on the top right side
-> Click on the App Settings option
-> In the General option, choose the option from the drop-down menu of Default Mail

The email will be sent from the selected options (default mail settings, Gmail, or Outlook). Thus, you do not have to manually configure the email type.

Verdict

"My Documents" and "Default Mail" settings are two major updates to Moon Invoice. Both new features aim to refine professionals' work and enhance their experience of using Moon Invoice.

Well, the story does not end here, as the Moon Invoice team always keeps the story active and introduces new chapters. It is right to expect that the team will roll out new updates for the users' benefit.

Company Name: Moon Invoice
Address: 500 N Michigan Avenue, #600
Chicago - 60611
Illinois
Website: https://www.mooninvoice.com

Moon Invoice software has always been on the top when offering the best invoicing features. With its best features, it always simplifies the overall financial strategy for professionals. Be it a small business, mid-size business, or a large one, Moon Invoice is always a compatible financial platform for all.

This release was published on openPR.