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.
If you haven't designed a certificate lately in JourneyCARE, you'll want to pop in and take a look. Some new enhancements have rolled out in the builder that we think you're going to like. One of the big changes is that you can now customize the size of your Certificate, so if you want people to be able to print out the Certificate onto standard US letter-size or A4, now you can do that. But you'll also find zippy responsiveness and new design elements that you can use like shapes and icons. Check it out and let us know what you think!
This may seem like a tiny little update, but if you've ever run into th is limitation, you'll understand that it's a big deal. You can now display and calculate tax rates to four digits. This provides greater accuracy in your calculations. The change will be seen across the entire platform, including invoices, receipts, check-outs, and exports. It impacts only new transactions, not purchases made before this update.
