Latest Updates To Pinnacle Ai CRM

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Record Partial Payments on Invoices

February 07, 20241 min read

Enhance your invoice management with our CRM's latest feature! Now, easily record and manage partial payments, providing your business with increased flexibility, automated notifications, and seamless integration into custom workflows for a more efficient and transparent financial process.

Record Partial Payments on Invoices: Now, our CRM empowers businesses to record partial payments for invoices, providing flexibility in handling offline part payments from customers.

⭐️ Why Does It Matter To Your Business?

  • Flexible Payment Handling: Mark invoices as paid in parts, accommodating offline partial payments from customers, enhancing flexibility in transaction management.

  • Automatic Notifications: Receive automatic notifications for partial payments, ensuring timely communication with customers and maintaining transparency in transaction records.

  • Custom Workflow Integration: Seamlessly integrate partial payment triggers into the Workflow Builder, allowing for customized automation and streamlined management of partially paid invoices.

⭐️ How To Record Partial Payments on Invoices: To start using this feature, follow these straightforward steps:

  1. Access the payments tab from the left navigation menu then go to Invoices and click on the three dots.

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  1. Now click on “Record payments”.

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  2. Choose according to the requirements for example we are selecting "Record Manually".

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  3. Now select the payment mode from the list (e.g Cash).

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  4. You can now add notes to the payments.

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  5. You can perform the same process from within the invoice by clicking on the three dots.

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Explore this feature to efficiently manage partial payments, improve customer communication, and customize workflows for your specific business needs.

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Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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