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Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
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Back to Updates
Advanced billing settings
On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be overwritten when a new invoice or subscription is created (in the Advanced Settings section).
Subscription scheduling
You now have more controls when creating a subscription. You can select a start date (immediately, 1st of next month, custom date) and end date (never, after a specific number of cycles, custom date).
Improvements and fixes
- Added helper text on the customization pages to make it clear what the images you upload there can be used for.
- Added time stamps (hours and minutes) on the Messaging module for messages sent in the prior 7 days.