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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.
A client had just mentioned how she wished that she could have additional levels of folders in Email Templates to help keep things organized… and the very next day, that exact feature was released! You’ll now notice that you can have folders AND subfolders for Campaigns, Templates, and Sequences, making it easier to structure everything in a way that actually fits how your team works. This makes a big difference as your content grows. You can group related items, reduce clutter, and quickly find what you need without digging through long lists. It’s especially helpful for teams managing multiple clients or large volumes of campaigns, giving you a more scalable and consistent way to stay organized.
If you use “Drip Mode” in your automations to spread out the number of people who go through the workflow, you’ll now notice more information available to you before you publish. You can see exactly how your schedule will run with a live preview that shows when each batch will be sent and alerts you to any timing conflicts. Behind the scenes, the updates also make drip behavior more predictable. Changes to settings are clearly explained, queued contacts won’t unexpectedly send all at once, and workflows will pause and resume properly without disrupting your pacing. Overall, this gives you much more confidence in how your drip campaigns will perform, without the guesswork.
