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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.
TRANSCRIPT: Hey there. The next time you visit the credentials area in Journey Care, we think you'll love what's new. The old preview page gone in its place is a sleek professional grade credential page that's designed not just to look good, but to work hard for your members. Each certificate now features a page layout that displays the recipient's name issuing organization issue, and expiry dates all in one beautiful view. With just a click. Recipients can download their credential or share it directly to LinkedIn, Facebook, Twitter, or WhatsApp. No screenshots, no workarounds, just instant visibility. And speaking of LinkedIn, we've added one click access to LinkedIn's credential form already pre-filled for fast and easy listing. Perfect for highlighting achievements in seconds. And then one final edition that we think you'll like. There's now a real time verification tool built right in anyone can click to confirm a credentials, authenticity, giving your organization added credibility and helping your members shine even brighter. That's it for this update, but that's a big change, isn't it? Your ability to issue credentials via JourneyCARE just went from basic to brilliant, so be sure to take a look.
TRANSCRIPT: Hey there, JC here with an update for your workflows. If you've ever wished your automations could react when someone updates their address, now they can. We've added a new trigger that can now kick off workflows. The moment a contacts address changes, whether it's a new street address, updated city, postal code, or even country, your automations can spring into action without skipping a beat. Let's say a contact moves into a different region of the country. You can instantly alert your team, or if a member updates their city, you can automatically tag them to get updates for local events. Even small fixes like correcting a street address can trigger follow-up actions to keep your data clean and your team informed. Smart, seamless automations can happen where and when you need them, so go ahead and put those address changes to work. As always, if you need any assistance with your workflows, our help desk team is just an email away. Feel free to reach out.
