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: Editing for Recurring Invoices
While running your business there will be times when your billing process needs to change. With the new editing tool for recurring invoices, you can modify your invoices instead of starting from scratch which helps you maintain billing accuracy while keeping things streamlined and consistent.
⭐️Why Is This Feature Beneficial To Your Company?
Improved Efficiency: Save resources by easily changing details instead of starting from scratch when a recurring invoice needs to be updated.
Enhanced Accuracy: This helps you minimize errors that may occur when creating a new invoice, by letting you keep the base of the invoice intact and only changing what you need.
Increased Flexibility: The easy modification allows for extra flexibility in your billing that makes your invoices follow the current needs of your business and extends their usable life.
⭐️How To Editing Recurring Invoices:
Navigate to the Recurring Invoices area under the Invoices & Estimates tab of the Payments section.
Click the three-dot icon next to the active or scheduled Invoice you want to edit and select the View option.
Change the frequency, dates, or products/services as needed then click Save in the top right corner.
This will prompt you to finalize and send the updated invoice.
This tool allows you to change recurring invoices as needed while ensuring customers are notified of the changes without running the risk of losing their information when updating.
