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A Message From Our Team
Happy October! 🎃 Fall into our latest batch of updates designed to make managing your financial institution even smoother. This month, we're excited to highlight new features for the Banno Support app case queue, seamless browser-based key generation for developers, the launch of our new Origination Pilot & Beta Hub for lending and deposits, and so much more. Dive in below to see what's new!
Tap2Local: Merchant Invoicing
If you’ve got merchants who bill clients for services, this one’s for them. Merchant invoicing is coming to Tap2Local in mid May, and it’s exactly as straightforward as it sounds! This new feature will give your business accountholders a simple way to create an invoice, send it to a client as a payment link, and collect the money – all without leaving your app.
This is a meaningful expansion of what Tap2Local can do. Currently, the product is focused on payments at the time of transaction, which is great for businesses that sell at a counter or through a checkout flow. But a lot of small businesses don’t work that way. Contractors, consultants, freelancers, and service providers all bill people. Soon, Tap2Local will work for them too.
Alongside Invoices, we will also ship a lightweight Customers feature. Merchants can then build and manage a simple customer list, which ties the invoicing experience together and will set us up to do more in this space over time.
Both features will be available to enrolled Tap2Local merchants on Banno Online and Mobile. No additional configuration is needed.
