
Customize and Automate Recurring Invoices!
Recurring invoices are a game-changer for many businesses, but flexibility and personalization are essential to meet unique needs. Gold Star Pro introduces new enhancements to make managing recurring invoices easier and more efficient. Here’s how to take advantage of these updates:
1. Automate Email Notifications
When auto payment is enabled for an edited recurring invoice, the system now triggers an automatic email notification to the recipient. This ensures timely updates and eliminates the need for manual follow-ups.
How to Use It:
Access your recurring invoices via the "Invoices" section.
Edit the necessary invoice details.
Enable auto payment to ensure notifications are sent automatically.
2. Personalize Email Content
Businesses thrive on brand consistency, even in email notifications. With the new update, you can customize the content of notification emails to align with your brand’s voice and messaging.
Why This Matters:
Reinforces your branding with every customer touchpoint.
Makes communications feel more tailored and professional.
3. Flexible Invoice Adjustments
Instead of recreating an invoice from scratch every time changes occur, you can now edit recurring invoices with ease. This is especially helpful when agreements, credit scopes, or other details evolve over time.
Step-by-Step Guide:
Navigate to the "Invoices" section in your dashboard.
Open the recurring invoice you want to adjust.
Make the necessary changes and save them.
Your updates will be applied instantly.
Why These Updates Matter
Saves Time: Avoid creating entirely new invoices for small changes.
Boosts Efficiency: Automated notifications and simple editing streamline workflows.
Supports Growth: Greater flexibility allows you to adapt to evolving business needs.
By leveraging these features, managing recurring invoices becomes simpler, faster, and more effective. Whether it's ensuring timely payments or maintaining your brand's professionalism, these tools are designed to empower your business operations.
Implement these updates today to save time and focus on growing your business!