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Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Taxes & Discounts on Text2Pay

Improved Feature: Taxes & Discounts on Text2Pay

April 02, 20251 min read

The Text2Pay option allows you to collect payment quickly via text message. This feature could feel incomplete since it could handle only simple payments. However, we’ve made some changes to boost its usability.

⭐️How Will These Changes Affect You?

  • Updated UI: The Text2Pay interface has been revamped for your convenience, including additional options.

    a
  • Adding Discounts: Manually add a discount to the Text2Pay invoice, allowing you to easily include special offers.

    b
  • Including Taxes: You can select any of your manually created taxes to be included in the payment collection.

    c

⭐️How To Use Taxes & Discounts on Text2Pay?

Requesting payment directly from a conversation works differently with the improvements so let’s check how to do it.

  1. Start by navigating to a contact’s conversation and requesting payment.

    1
  2. Select the product you are charging for.

    2
  3. Click Add Discount or Add Tax to include them in the total. Once you select the option to include, click Save.

    2
  4. Once you’re ready, click Copy link and mark as sent.

    4

There you have it, that’s all you need to use the improvements to Text2Pay. This will increase your productivity and simplify payment collection.

Improved FeatureNew UpdateConversationsPaymentsText2pay
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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