New Invoice Available

March 13th, 2018

We are happy to announce a new feature within your ConnectBooster portal. 

You now have the ability to turn on individual invoice notifications! This is a great way to inform your customers that a new invoice is available and ready for payment! This can be used in conjunction of current notices your CRM may be sending out, or a replacement all together!

In addition to this much asked feature, you may also choose to add the actual copy of the invoice as an attachment to these client notices from the portal!

Meaning, the client doesn’t need to login in order to view/print their exact same invoice in detail!

*note turning this on also adds this capability to the “Past Due” notifications

Default template:

Extra release notes:

Removal of “Created By” email from default payment receipts as it was causing some confusion.

To learn more:

Click HERE