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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.

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New Features

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New Updates

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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

Customize Invoice Layouts

New Feature: Customize Invoice Layouts

October 02, 20251 min read

Your invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

⭐️ How To Customize Your Invoice Layouts?

  1. First, head to the Invoices & Estimates tab inside the Payments section and click the Settings option.

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  2. Switch to the Title, Terms, and Layout section.

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  3. Under Invoice Layout, click Customize Layout.

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  4. Use the right-side section to customize the Invoice, and once you are satisfied with your changes, press Save changes.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Tailor-Made Invoices: Add or remove fields to fit your specific expectations and easily fulfill customer requests for personalized invoices.

  • Enriched Branding: Maintain brand consistency by aligning invoices with company colors, tone, and design using the native invoice builder.

  • Increased Trust: Create a polished and well-designed invoice that shows clients that your business is detail-oriented and organized, building trust and reinforcing your business's established image.

This added customization will help you make your invoices stand out, creating a complete experience for customers that lets them know their business is in capable hands. We hope you enjoy it.

New FeatureNew UpdatePaymentsInvoicesInvoice Layouts
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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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