Streamline Your Documentation and Emailing with Moon Invoice

The new options in Moon Invoice, the "My Documents" module, and the "Default Mail" setting are new. Users can manage their documents easily and change the default mail setting effortlessly.
 
CHICAGO - March 7, 2025 - PRLog -- 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. Moon Invoice team will bring 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.

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. 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.

Get Pricing: https://www.mooninvoice.com/pricing

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:
  • 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).
End
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Tags:Invoicing Software
Industry:Financial
Location:Chicago - Illinois - United States
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Page Updated Last on: Apr 07, 2025
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