Simplify Invoicing and Enhance Clarity for Your Customers

Hey there, small business owners! We know that managing invoices can sometimes feel like a maze, but we’ve got a fantastic new feature to help simplify the process for you. Let’s dive in!

📌 Why This Matters

In any business, clarity is key. When you’re offering a mix of one-time and recurring products, it can be confusing for customers if their selections lead to unexpected outcomes. This new feature is designed to bring consistency and prevent unwanted recurring invoices, ensuring that your payment process is smooth and hassle-free!

✨ What’s New

• Clear Invoicing: Documents now correctly reflect the selected product frequency. If customers choose only one-time items, they receive a one-time invoice—no surprises!
• Streamlined Experience: Recurring products will still generate recurring invoices as expected, making it easy to manage both types of products without confusion.

🛠️ How to Use It

1. Step 1: Go to the Payments section, then select Documents & Contracts.
2. Step 2: Create your product list with both recurring and one-time items, marking them as optional.

💡 Pro Tip

Always keep your product options clear; a streamlined selection process can lead to happier customers and fewer invoice disputes!