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: Send Recurring Invoice Action
Recurring invoices help you keep track of subscriptions, so no payment goes missing. However, automating this process needed some workarounds that made it a bit difficult. With this update, recurring invoices will be natively integrated and synced with workflows.
⭐How To Use The Send Recurring Invoice Action?
In the workflow builder, click the plus sign icon to add an action and select Send Recurring Invoice.
Set the basic information for your Invoice, which includes the sending user, template, and payment mode.
Select a starting and ending date for the invoice billing.
Fill out the frequency data, then click save.
⭐How Does This Benefit You?
Simplified Workflows: Manage your recurring invoicing with ease, helping you integrate invoicing with other actions for smooth contact care.
Improved Communications: Connect with customers immediately, making subscription management smoother, simultaneously allowing for automated payments and consistent record keeping.
Increased Efficiency: Ensure invoices are always sent timely and correctly, using existing templates to reduce the manual workload while improving customer experience.
Enjoy smoother invoice management thanks to this feature, making your accountant and customers equally happy with precise record-keeping and transparent communications!
