Optional Tips On Invoices

Pinnacle Ai

Published on: 15/08/2024

The Invoice Tips feature allows you to add and manage tips within their invoices, enhancing customer service and increasing potential revenue for businesses.

System Updates

Invoices Payment Links | Enhanced State Dropdown View

Pinnacle Ai

Published on: 22/07/2024

This feature simplifies the selection of state or region during the payment process, improving accuracy and user experience.

System Updates

Setup Fee In Recurring Invoices

Pinnacle Ai

Published on: 12/07/2024

This feature allows you to add a one-time setup fee to their recurring invoices, providing a flexible billing solution.

System Updates

This feature allows businesses to set a minimum percentage of the total invoice amount that can be collected from end customers, providing flexibility and convenience for customers to pay in installments.

System Updates

Negative Line Items For Invoices

Pinnacle Ai

Published on: 16/05/2024

This feature enables businesses to include negative priced items within invoices, allowing them to capture information on advances, returns, or buybacks for compliance and legal purposes, thereby enhancing invoice flexibility and meeting regulatory requirements within the CRM.

System Updates

CC BCC Added To Invoices

Pinnacle Ai

Published on: 07/03/2024

The CRM now offers CC and BCC support for invoices, allowing business to easily include additional stakeholders when sending invoices, streamlining communication, and enhancing client engagement.

System Updates