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: Auto-Invoicing Post Acceptance
Estimates are the first step toward turning interest into a completed purchase, and sending an invoice quickly can be the difference between making a sale and being ignored. This new feature ensures greater efficiency—let’s take a closer look!
⭐️Why Is This Feature Beneficial To Your Company?
Instant Engagement: This feature allows you to send invoices directly after an estimate is accepted by a customer, prompting them to complete payment.
Encourage Conversions: Help customers complete purchases by minimizing the time they have to wait before a payment way is available and eliminating second thoughts or buyer’s regret.
Simplified Onboarding: This feature allows you to automate the onboarding process for your customers, using the estimate acceptance as the jumping-off point for becoming a part of your community.
⭐️How To Enable Auto-Invoicing Post Acceptance?
Navigate to the Estimates tab inside the Payments section and create a new estimate.
Add the products to the estimates.
In additional options check the box next to Send Invoice.
Toggle Direct Payment if you want to redirect the contact directly to an invoice rather than sending it in an email.
Keep contacts active and increase your conversion rate with the help of Auto-Invoicing Post Acceptance for your estimates. This turns the agreement into an actionable step for your customers!
