News & Updates
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Easily Edit Recurring Invoices
December 11, 2024
For organizations that use recurring invoices for membership, certifications, training programs or other repeat purchases, you now have enhanced editing abilities!
- Modify Frequency:
Adjust the billing cycle (e.g., weekly, monthly, annually) of your existing recurring invoices to better match your clients’ payment schedules or project timelines.
- Change Dates: Update the start and end dates of scheduled invoices to accommodate changes in service periods or contractual agreements.
- Update Products/Services:
Add, remove, or alter the products and services listed in active or scheduled recurring invoices to reflect any changes in your offerings or client requirements.
- Automated Email Alerts:
When auto-payment is enabled in an edited recurring invoice, it will automatically trigger an email notification to the user.
- Personalization Options: Tailor the content of these notification emails within the invoice settings to align with your brand voice.
Allowing easy modifications ensures that your billing remains accurate and aligned with changing operations without the hassle of creating new invoices from scratch.
This is one of those teeny tiny adjustments that might seem like no big deal, but if you've ever had a form where you couldn't get the spacing to look exactly like you want it to look, you'll appreciate this update. While you could previously do some extra custom styling with CSS code, you'll now notice that there's a super easy slider and margin parameters that can be set for the outside spacing on your Forms, Surveys, and Quizzes. Try it out and let us know what you think!
There's good news today for those of you who use JourneyCARE's All-in-One Chat Widget on your website. We've added Facebook, Instagram, and Voice AI as options that you can choose as communication channels. The options are easy to add in the Chat Widget settings. Note that you do need to have a Facebook or Instagram account connected to JourneyCARE in order to see those as things that you can choose. For Voice AI to show up as an option, you need to have a Voice AI agent configured in your account.
