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
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Important Updates
Here are some of the most recent updates we thought would be helpful to take note of
New Feature: Recurring Invoice Generation After Document Signing
Documents and invoices go hand in hand, helping you outline conditions and payment structures. For products with recurring payments, this streamlined process is especially useful—automatically directing customers who sign your documents to the corresponding invoice, where they can complete payment and securely add a card for recurring billing.
⭐️Why Is This Feature Beneficial To Your Company?
Simplified Invoicing: Recurring payments, setup fees or mixed services can be managed as a single document that redirects customers to the invoice and allows them to set automatic payments.
Enhanced Productivity: You can configure your invoice schedule and keep it active. It will help you centralize the configuration and lower the effort spent on payment processing.
Increased Conversions: Keep momentum running by moving customers to pay, helping you obtain increased conversion rates and keep your revenue stable.
⭐️How To Use Recurring Invoice Generation After Document Signing?
Navigate to the Documents and Contracts Templates tab inside the payments section and create a new template.
Add a product list to the template. Click on it to configure it, and start by adding a recurring product to the product list. The settings drawer on the left will auto-open.
Select the invoice type as Recurring and enable “Generate invoice at the time of signing.”
Configure the schedule for your invoice. Products will include a note letting you know of the payment cycle.
Add a signature element to the template then click Save at the top right corner.
Create invoices for recurring products, mixed services, and setup fees directly from your Documents and Contracts. Keeping things simple and moving from the signing point, whether individually sending the document to a customer or creating a workflow to aid with automation.
