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.

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.

