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
New Feature: Customize Payment Links with Brand Colors
Make your Payment links eye-catching by adding a pop of color, creating consistency in your image while keeping the process easy with the use of brand boards and a real-time editing view ...more
Important Updates ,New Feature Release &Payments
June 25, 2025•1 min read
New Feature: Send Recurring Invoice Action
This feature helps you manage your Recurring Invoices by using workflows with a new native integration. Sounds cool? Let’s check it out! ...more
Important Updates ,New Feature Release Payments Workflows &Automations
June 24, 2025•1 min read
New Feature: Add Processing Charges or Additional Fees to Customer Payments
This feature lets you include any related fees to your products or services, helping you disclaim any added costs not included in the price and create a transparent transaction experience. ...more
Important Updates ,New Feature Release &Payments
June 23, 2025•1 min read
Improved Feature: Signature Type in Documents & Contracts
Now, you can select what kind of signatures to accept for your documents. Follow along to learn how to use it! ...more
Important Updates ,New Feature Release &Payments
June 05, 2025•1 min read
Improved Feature: Multiple Products in Payment Links
To make Payments Links more flexible, we’ve modified how you can handle products in them. Now, you can easily track all related sales under a Payment Link. So, let’s see what’s changed. ...more
Important Updates ,New Feature Release &Payments
June 03, 2025•1 min read
Improved Feature: Add Product Images in Documents & Contracts
The visual representation of your product is a big motivator for sales. So, we’ve added the option to include it in your Documents & Contracts. Want to know more? Let's check it out! ...more
Important Updates ,New Feature Release &Payments
May 23, 2025•1 min read
Improved Feature: Document Viewed Notifications
Getting your documents to completion is easier when your team is aware of what's going on. And with this update, you’ll be on the loop from the first time a recipient views the sent file! ...more
Important Updates ,New Feature Release &Payments
May 15, 2025•1 min read
New Feature: Payment Plans for Estimates
Including payment plans in your estimates helps you create a clear picture from the beginning of the customer relationship. Giving you added flexibility in payment handling and including ...more
Important Updates ,New Feature Release &Payments
May 13, 2025•1 min read
New Feature: Expiry for Documents & Contracts
This feature allows you to add an expiration date for documents at both the global and local levels. Helping you improve completion rates and vary your offers with the added time sensitivity and autom... ...more
Important Updates ,New Feature Release &Payments
April 29, 2025•1 min read
New Feature: Import Transactions & Orders using CSV
This feature allows you to import historical data for accurate reporting and easy record-keeping. Helping you satisfy customer needs and easily review any details that need clarification. ...more
Important Updates ,New Feature Release &Payments
April 25, 2025•1 min read
New Feature: Manage Invoices for Failed Subscription Payments
This feature allows you to control the invoice sending after a failed subscription payment. Increasing the flexibility of your payment notifications. ...more
Important Updates ,New Feature Release &Payments
April 22, 2025•1 min read
Improved Feature: Create Draft Estimates using Workflows
This feature allows you to create draft estimates. Which are not sent to customers and can be reviewed, edited, and finalized later. Using workflows for creation and leaving sending to you! ...more
Important Updates ,New Feature Release Payments Workflows &Automations
April 22, 2025•1 min read
Improved Feature: Domain Configuration for Payment and Invoices
Having a dedicated email domain improves customer satisfaction and confidence. We’ve changed details of their setup to help you succeed in your communications. ...more
Important Updates ,New Feature Release Payments &Settings
April 11, 2025•1 min read
New Feature: Import Old Invoices Using CSV
This feature allows you to keep a centralized invoice history by leveraging a simple migration that doesn't require manual input, keeping information accurate. ...more
Important Updates ,New Feature Release &Payments
April 04, 2025•1 min read
Improved Feature: Taxes & Discounts on Text2Pay
Text2Pay allows you to easily collect payment over a link. However, it was a bit limited, so we’ve made some improvements that will take it up a notch. ...more
Important Updates ,New Feature Release Payments &Conversations
April 02, 2025•1 min read
