Payment Plans for Estimates

Payment Plans for Estimates

Published on: 22/05/2025

Payment plans help you be more flexible with customers while improving your cash flow. And estimates help you create a clear picture of the cost of acquiring your services. So, to make things smoother, we’ve combined both features!

System Updates
Expiry for Documents & Contracts

Expiry for Documents & Contracts

Published on: 12/05/2025

Documents & Contracts are the perfect way to solidify your relationship with your customers and ensure clear expectations. However, we know that there might be limited time offers that you want to handle this way as well. So, we’re glad to introduce this new feature!

System Updates
Import Transactions & Orders using CSV

Import Transactions & Orders using CSV

Published on: 08/05/2025

Centralizing your financial information is key to ensuring your business is running smoothly. And what better way to add your previous Transaction or Order information than CSV importing? This new feature makes it possible.

System Updates
Manage Invoices for Failed Subscription Payments

Manage Invoices for Failed Subscription Payments

Published on: 02/05/2025

Outstanding payments can be frustrating, especially for subscriptions where you don’t want to disrupt the customer's experience while still getting paid. This new feature will give you one more avenue to deal with it.

System Updates

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