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Personalized Payments Links

Personalized Payments Links

Personalized Payments LinksBy: Karrie Christen
Published on: 06/14/2024

When a small business owner wants to quickly invoice multiple clients, they can generate and send personalized payment links directly from the CRM, ensuring each client receives a tailored link with pre-filled information.

System Updates
Invoice UI | Tax Display & Summary

Invoice UI | Tax Display & Summary

Invoice UI | Tax Display & SummaryBy: Karrie Christen
Published on: 06/07/2024

This feature improves the display and management of taxes on invoices, making it easier for users to understand and manage tax details.

System Updates
Conditional Logic On Forms: Payment Elements

Conditional Logic On Forms: Payment Elements

Conditional Logic On Forms: Payment ElementsBy: Karrie Christen
Published on: 06/07/2024

This feature update allows customers to show or hide the payment element in forms based on conditional logic, enhancing the flexibility of form creation within the CRM.

System UpdatesFormsPayments
Forms & Surveys: Split Payment Elements

Forms & Surveys: Split Payment Elements

Forms & Surveys: Split Payment ElementsBy: Karrie Christen
Published on: 06/04/2024

This feature allows businesses to either sell products or collect arbitrary payments directly through their forms, streamlining the payment process.

System UpdatesForms

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