The latest feature update makes managing subscriptions and sending invoices more efficient. Now, without leaving the contact details page, you can directly create and schedule subscriptions or send invoices. This enhancement simplifies the process and saves time.

What’s New?

Previously, creating a subscription or sending an invoice required navigating to a separate section. Now, you can perform these actions right from the contact details page, making the whole process faster and more streamlined.

Key Features

Here’s a step-by-step breakdown of the new functionality:

1. Access the Payment Section

• Head over to the contact details page where you can now see a new Payment section. This is where the new options for subscriptions and invoices live.

  

2. Create a Subscription

• Under the Actions dropdown in the Payment section, you will find the option to Create Subscription.

• Clicking this will open up the familiar subscription creation screen, allowing you to easily set up or schedule a subscription without having to leave the page.

• The system automatically syncs this with the main subscriptions section for easy tracking.

  

3. Send an Invoice

• Alongside the subscription option, you will now also find a Create Invoice button.

• Just like with subscriptions, creating an invoice can be done directly from the contact details page, offering a smooth and time-saving experience.

  

Benefits of This Update

• Convenience: You no longer need to navigate away from a contact’s page to create a subscription or send an invoice, which saves steps and reduces complexity.

• Efficiency: All relevant actions are now housed in one place, improving the overall workflow.

• Ease of Use: The streamlined process ensures that managing financial interactions like subscriptions and invoices becomes more intuitive.

Take advantage of these improvements to make your day-to-day operations faster and more efficient!