Stay Up To Date
We believe in keeping you in the loop with all the latest happenings in our courses and system. On this page, you'll find a comprehensive log of all the exciting changes, improvements, and additions we make to our courses and system. Whether it's a new feature, a course enhancement, or a system update, we've got you covered. Bookmark this page and check back regularly. We're committed to ensuring that your learning experience remains exceptional and that you have all the information you need to succeed.
New Features
New Updates
Resources & Tools
Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
Improved Feature: Editable Payment Schedule Notifications in Invoices
Until now, the “Payment Schedule Received” notification was auto-generated and non-editable, creating friction for teams wanting to add a personalized touch. However, with this improvement, you can easily maintain brand voice and professional formatting. Let's check how it works.
⭐️How Will These Changes Affect You?:
Customizable Notifications: Now, you can manage your used templates and create emails and SMS that fit your brand’s voice and connect with customers.
Added Custom Values: Personalize your messages using dynamic fields related to payment schedules to improve your information relay with customers.
Flexible Delivery: Optimize your outbox by toggling notifications off when not needed. Giving you control over the messaging, formatting, and whether or not to send them at all.
⭐️How To Customize Your Payment Schedule Notifications in Invoices?
This update helps you control when and what is sent to your customers. Let’s learn how to use it.
Head to the Invoices and Estimates tab inside the Payments section and click the Settings option.
Open the Notifications option and select Customer Notifications.
Locate the Payment Schedule Received notification and toggle it on/off as needed.
Click Manage beside the Email or SMS template to edit or customize the message.
This will improve your communication with customers and add a branded element to all messages. We hope you enjoy the complete flexibility over the messaging, formatting, and decision to send a notification.
