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Resources & Tools

Important Updates

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

Edit Payment

New Feature: Edit Payment Schedules for Partially Paid Invoices

March 11, 20251 min read

Payment Schedule allows you to provide a simple structure for customers to purchase your products without having to pay at once. However, as changes occur and situations pop up, you might need to update your invoices as well. With this feature, you can achieve that.

⭐️Why Is This Feature Beneficial To Your Company?

  • Simplified Corrections: Update business, customer, and invoice details as needed. Keeping all information correct and easily undoing mistakes.

  • Unified Invoicing: Keep a single invoice as updates come, allowing you to add or remove products as needed.

  • Increased Flexibility: Modify payment schedules, including due dates and amounts, helping you approach your project needs as they come and ensuring easy accounting for you and your clients.

⭐️How To Edit Payment Schedules for Partially Paid Invoices?

  1. To modify a partially paid invoice, click the three-dot icon next to it, then click edit to open it.

    Step 1
  2. Click Change Payment Schedule to edit the Schedule.

    Step 2
  3. Enter your desired changes and click Save at the bottom right corner.

    Step 3
  4. Click Save at the top right corner of the template. The changes will be implemented automatically; however, to notify the customer, click Resend.

Step 4

Approach your Invoices with comfort, using them as a tab for your customers rather than an unchanging account. Use it to fit your business needs and keep a register of payments both made and pending.

New FeatureNew UpdatePaymentsPayment SchedulesPartially Paid InvoicesInvoices
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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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