June 2023
What’s in this article?
Introducing Accountant Access
Our new feature "Accountant Access" makes it easier to manage your clients' accounts.
Now, you can directly view your clients' account details and manage their payment methods without any unnecessary back-and-forth. Simply request access from the Contacts page and once your client approves, you're all set!
Billing: End Billing After a Set Time Period
Get more control over your billing process! With set time periods, you can automatically stop billing for recurring services after a set number of billing periods. Available for both auto-billed and manually-billed services.
To enable it, follow these steps:
Add a recurring service to your proposal.
Go to Advanced Settings.
Select “End after a number of times” and specify how many times this service should be billed.
Read more here.
Proposals: Service Sorting Added
You asked for it; we delivered!
Arranging services in proposals and packages is now simpler than ever! Our new service sorting feature lets you customize proposals to better suit your clients' needs, making them more likely to get approved.
To sort services:
Add more than one service to a proposal or package
Click the three dots on the top right
Choose to move up or down
Invoices Page Revamped
We've spruced up our invoice table! Now with status and payment information included, you'll have a clearer overview of your payments. Whether an invoice is “Overdue” or “Pending approval,” you'll know precisely why. Plus, our improved full-page invoice design ensures a better work experience.
Agreements Page Revamped
We're thrilled to announce an update to our agreement table. Now, you can view each agreement's payment method and status, along with easy access to the verification for micro-deposits whenever necessary.
To make navigation even smoother, we've introduced filtering to the agreements page. You can now easily filter agreements based on payment methods, making it quicker to find the information you need.
