The latest mobile app update introduces an essential feature that many have been waiting for. Now, you can add setup fees to recurring invoices, just like on the web version. Here's how to make the most of this new tool and manage your payments more effectively on the go.

What’s New in Version 3.8.1?

The major enhancement in this version is the ability to include setup fees for recurring invoices directly within the mobile app. This feature was already available on the web platform, but now it’s integrated into mobile, providing greater flexibility for your billing processes.

Step-by-Step Guide to Adding Setup Fees for Recurring Invoices

1. Open the Mobile App

Ensure your app is updated to version 3.8.1 to access this new feature.

2. Navigate to the Invoicing Section

Go to the sub-account where you manage your payments.

• Select the Invoice for POS module to begin.

3. Create a Recurring Invoice

Start building a new recurring invoice.

• Make sure you have a recurring product or service that requires a setup fee.

4. Add the Setup Fee

Once you’ve added the products or services to the invoice, include the setup fee for the first transaction.

• This fee will automatically be applied only to the first invoice.

5. Process the Recurring Invoice

After setting up the recurring invoice, process it as usual.

• The first invoice will include the setup fee.

• All subsequent invoices will exclude the setup fee, ensuring customers are only billed for the recurring service or product.

Why This Feature Matters

Previously available only on the web version, this update ensures consistency between mobile and web platforms, allowing users to handle invoicing on any device with ease. If you rely on the mobile app for invoicing and payments, this new feature adds much-needed flexibility for those offering products or services with an initial setup cost.

Make sure to update your mobile app to version 3.8.1 to access this new capability and streamline your invoicing process today.