Invoices serve as a reminder for customers to complete payment for any pending services. When managing subscription payments, you may have encountered failed transactions before. This improvement will automatically send an invoice in such cases.
Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!
Documents and invoices go hand in hand, helping you outline conditions and payment structures. For products with recurring payments, this streamlined process is especially useful—automatically directing customers who sign your documents to the corresponding invoice, where they can complete payment and securely add a card for recurring billing.
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!
