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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

Additional Default Reminders for Invoices

Improved Feature: Additional Default Reminders for Invoices

March 27, 20251 min read

Invoice Reminders help you improve your payment rates and improve the customer experience, helping clients take care of their responsibilities. However, configuring them can be time-consuming, so we’re excited to introduce a few updates to them.

⭐️How Will These Changes Affect You?

  • Default Template: A default template will be added for email and SMS reminders.

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  • Preset Reminders: If you haven’t modified the settings, three reminders will be added automatically.

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⭐️How To Modify The Reminders?

The reminders are fully customizable, both in quantity and shape. If you would like to modify them, follow these steps.

  1. Start by navigating to the Invoices tab inside the Payments section and clicking the Settings button.

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  2. Switch to the Reminder Settings Tab.

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  3. Enable or disable the reminders as needed.

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  4. Click Preview to edit the default template or select a new one from the dropdown menu.

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And there you have it, now you can easily remind customers to fulfill their invoices and keep your business on track. Ensuring your revenue is protected by personalized reminders.

Improved FeatureNew UpdatePaymentsInvoicesReminders
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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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