We are thrilled to announce our new feature – partial payments for end customers on invoicing. This feature allows business users to set a minimum percentage of the total invoice amount to be collected from the end customer, facilitating greater control over payment plans.
Customers can now make payments that are equal to or greater than this specified percentage through the invoicing dashboard of the account.
To enable a seamless experience for our users, we have made this feature available for both one-time and recurring invoices. However, for recurring invoices, the partial payment feature is available only for invoices that have autopayment disabled. For those with autopay enabled, users will have the option for partial payment for the first invoice, but the subsequent ones would auto-draft the full amount.
This change empowers you with more control over the payment plans for their customers, ultimately enhancing client payment capture rates. It also offers your customers the flexibility they desire when it comes to payment options.
Congratulations! You now have Partial Payments enabled!
Stay tuned to the SMBcrm blog for regular updates on our features and products. We promise to keep enhancing and expanding our offerings to ensure you have the tools you need to succeed.
Don’t forget to check out our previous product update, where we discussed our enhanced AI text tools.
