Invoice Reminders help you improve your payment rates and improve the customer experience, helping clients take care of their responsibilities. However, configuring them can be time-consuming, so we’re excited to introduce a few updates to them.
Estimates help you move prospects into completing purchases and becoming customers. However, they are not an activity that you do alone. So, to help you keep track of views and changes we’re glad to introduce live Estimate activity tracking!
When managing your Opportunities, you will come to a point where they purchase your products or services, and you need to send an Invoice. Including the proper information in that invoice has to be easy. And this new feature makes it simple for you!
Payment Schedule allows you to provide a simple structure for customers to purchase your products without having to pay at once. However, as changes occur and situations pop up, you might need to update your invoices as well. With this feature, you can achieve that.
