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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.
Customers completing a $0 order through Forms or Surveys can now skip card entry altogether. With the new Require card for $0 orders setting on the Sell Products element, payment fields are automatically hidden when the total is confirmed as $0 and there are no recurring charges. This also applies to orders made free through a 100% discount, while subscriptions and free trials will continue to require a card. Existing Forms and Surveys remain unchanged unless the setting is turned off.
WhatsApp conversations can now move seamlessly from messaging to voice, with WhatsApp Calling generally available on both web and mobile. Teams can make and receive calls directly within the conversation, manage calling hours and permissions, route calls to the right team members, and record outcomes through customizable call dispositions. Call results can also trigger automated follow-ups and appear in call reporting, giving teams a clearer view of what happens after each conversation. With calling built into the existing WhatsApp experience, businesses can resolve complex questions faster, respond to high-intent leads more effectively, and keep the full customer interaction in one place.
