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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.

SmartList filtering ha been updated with new options. You’ll notice the addition of commonly requested operators for date filters - today, tomorrow, yesterday, this week, this quarter, etc. You’ll also notice more consistency with text filters so that you’ll have access to the same set of options across all text string - is, is not, contains, does not contain, in any of, in none of, is empty, etc.


