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: Attachments in Invoices & Estimates
Attachments provide flexibility to include documents like specifications, terms, or visual materials. Your Invoices and Estimates are no exception. You can now attach up to 10 files, which will be sent in the email notification along with your Invoice or Estimate.
⭐️Why Is This Feature Beneficial To Your Company?
Maximized Efficiency: This helps communicate clearly with customers, minimizing additional requests for information and avoiding back-and-forth exchanges.
Enhanced Support: This streamlines the sharing of detailed information and supporting documents with clients resulting in better customer experience and increased satisfaction.
Professional Image: Adding attachments to your invoices and estimates creates a comprehensive package within the original document that enhances your brand image.
⭐️How To Add Attachments in Invoices & Estimates:
Start by navigating to the Invoice or Estimate builder inside the Payments section.
Inside the builder head to the Additional Options section and check the Add Attachment box.
Click the icon to upload files from your device.
Once the invoice/estimate is sent for the first time the contacts will receive the attachments in the emails.
This update will make your Invoices and Estimates more thorough. We’re also excited about the upcoming editing tool for recurring invoices and invoices with payment schedules, and the reminder configurations within business hours.
