Release notes

A record of all notable changes, bug fixes and feature updates since November 1st, 2017

Pay Now Release

03/18/2019Colton Schumacher
March 15th, 2019 Getting Paid by your clients just got a whole lot easier! This long awaited and exciting feature is finally here! “ Pay Now ” enables the ability for your clients to pay invoices online, anytime 24/7   without re...

Email Tracking

03/13/2019Colton Schumacher
October 2nd, 2018 Click Level Email Tracking With this ConnectBooster update, you can now seamlessly find out if customers are opening their email notifications! This can be added to your monthly subscription to tell when specific events happen o...

Improved Email Delivery Options – Custom FROM Address

03/13/2019Colton Schumacher
September 24, 2018 Custom FROM Address In this exciting ConnectBooster update, your ConnectBooster portal now has the ability to easily set a custom “FROM” email address for all client communications! Previously, it was much more la...

Email History Report

03/13/2019Colton Schumacher
August 21st, 2018 Email Audit: Curious what email notifications the system has actually sent to your clients? You asked for it, we delivered! Your ConnectBooster portal now has the ability to easily generate a report of all previously sent emails...

CB Transaction Number – Reconcile Payments Easier!

03/13/2019Colton Schumacher
July 25th, 2018 BNG Gateway Transaction Report Improvements Your ConnectBooster portal now inserts the unique “CB transaction” number directly in the BNG Gateway!     What Changed: Instead of showing the invoice num...

QuickBooks Online and Xero Invoice Images

03/13/2019Colton Schumacher
June 20th, 2018 Invoice Image Data: With this ConnectBooster update, if you are utilizing the integration with QuickBooks Online or Xero accounting packages, your clients can now to see the exact PDF version of their invoice! To configure which ...

Mass Client Adoption

03/13/2019Colton Schumacher
May 23rd, 2018 Welcome Email With this latest ConnectBooster feature release, you can now invite customers to the portal in bulk with the new “Mass Welcome email” in a few simple steps! Default Template What this means: Fa...

Resend Client Emails

03/13/2019Colton Schumacher
April 19th, 2018 Your ConnectBooster portal now has the ability to easily “ RESEND ” a copy of previously sent system emails! This feature is great if a client needs another copy, or doesn’t recall seeing the delivery on the 1st ...

New Invoice Available

03/13/2019Colton Schumacher
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...

Internal User Profiles & Subscriptions

03/13/2019Colton Schumacher
January 18th, 2018 The Subscriptions Section will display your current and canceled ConnectBooster subscriptions. The Products Section will list additional features you can add to your ConnectBooster subscription. Products with an Add button can b...