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Feature update

Invoice Details

Ty avatar
Shared by Ty • February 16, 2023

Hi there,

I've updated the invoicing section inside Payment Plans to include a new option allowing users to determine the dates of service for which that Invoice is applied.

For instance, if your Invoices for a certain Payment Plan are due on the 15th of the month, you can now specify that those Invoices are for service rendered in the next month. This new feature gives you preset and custom control over the Invoice Memo that is added to Invoices in Payment Plans.

Or, if you Invoice weekly on Friday, you can specify that the Invoice is for services the following week from Monday - Friday (or the previous week, or any other way you do it).

You can read more about how to use this feature here.