New Payment Schedules on Estimates!
You can now split Estimate totals into payment schedules with deposits, fixed or percentage-based installments, and automatic invoicing—making it easier to manage cash flow and client payments.
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You can now split Estimate totals into payment schedules with deposits, fixed or percentage-based installments, and automatic invoicing—making it easier to manage cash flow and client payments.
Learn how to manage subscription payment failures more effectively with new invoice options. Choose when to send invoices and customize delivery settings to better control customer communication.
Businesses can now configure Stripe payment methods directly within their platform, eliminating the need to adjust settings on Stripe’s dashboard. Payment methods can be enabled or disabled per product area, with separate controls for Live and Test modes.
GoKollab now lets group owners integrate Stripe for seamless payment collection. This new feature makes it easy to manage paid groups and enhance monetization. Learn how to access the payment integration page and set up subscriptions step by step.
Easily pull Opportunity Custom Values into your invoices and estimates with the new auto-population feature. Learn how to use custom fields in the "Terms & Notes" section, automate invoice creation through workflows, and reduce manual data entry.
Now you can edit partially paid invoices with ease! Update due dates, terms, product details, payment schedules, and more—all without reissuing the invoice. This update provides the flexibility needed to accommodate changing customer and business requirements.