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Edit payment schedules and partially paid invoices
March 7, 2025
Whenever we can give you *more* flexibility, we aim to do it! Sometimes changes happen after you've already issued an invoice to a member or sponsor.
Now you can quickly update details without voiding and reissuing a different invoice.
What’s New?
- Invoice Details: Change invoice due date, name, terms & notes.
- Product Management: Add or remove products as needed.
- Amount & Business Updates: Edit invoice amount and update business details.
- Payment Schedule: Modify payment schedules, including due dates and amounts.
Since rolling out the Community feature in JourneyCARE, we've discovered that organizations fall into two difference preferences. There are some that want every group member to have some sort of photo on their profile and there are others that do not care about such things and just want to get people into the group with as little friction as possible. So now we've made it possible for you to toggle the photo requirement on or off based on how you'd like it to work.
The next time you merge contacts, you'll want to be aware of a change in how workflows are handled. In this quick video, we explain the old action and what you can expect going forward.
