We're officially beyond a full week into fall and it is time to take stock of all that happened this past month. We launched several improvements, new features, and even an integration in September.
Scan our full blog post below to get info on all of September's new features, improvements, and integrations.
We have added the ability for you to edit the amount on a subscription so that you don't have to cancel it and create a new one every time you want to make a fee change! To remain a compliant payment platform, clients must approve an edit that increases the Amount on an active (ongoing) subscription. Fee reductions do not require the client's approval.
(You also have the ability to recall the fee increase at any time before the client approves it.)
Once the client approves the change, the amount will update to the new fee and will automatically bill the client's existing payment method on the upcoming bill date. Read more about how editing subscription amounts work!
Subscriptions can be paused for a time period you designate, and they will automatically resume once the pause period ends. Additionally, if circumstances change, you can manually resume a paused subscription at any time!
(This is helpful for situations where a client is going through a temporary hardship, you’re revisiting the client’s planning arrangements, etc.)
Your client will be notified via email when a subscription is paused and resumed! All activity related to pausing and resuming subscriptions is also recorded in your Audit Log.
It’s been a minute since our client accounts received some design love! Refreshed to be fully mobile-friendly and a cinch to use, the client dashboard is now the perfect way to access all the important information related to payments and contracts!
On the Dashboard we'll show your clients:
We also added new Invoice and Subscription pages to help clients view and manage any payment in a simple, straightforward manner.
See more about this on our client help desk!