We're excited to introduce an important update that improves the way invoices are generated from documents containing optional products. In the past, adding a combination of recurring and one-time optional products to a document could lead to confusion. Specifically, if a recipient selected only the one-time items, a "recurring" invoice could still be produced and appear in the recurring invoices section. This update addresses and resolves this issue, enhancing clarity and reducing potential misunderstandings.
To utilize this feature, follow these simple steps:
Access: Go to Payments → Documents & Contracts.
Create Product List: Assemble a list of products which can include both recurring and one-time options, ensuring they are marked as optional.
Recipient Selection: When your recipient opts for only one-time products, they'll receive just a one-time invoice, eliminating any unnecessary recurring schedule creation.
This update is essential for businesses offering optional products, ensuring that billing remains clear and consistent. By preventing unwanted entries in recurring invoices, we help streamline the billing process, resulting in a more transparent experience for recipients and reducing administrative confusion.
For more information on this update, or if you require assistance related to this feature, you can visit our Support Page or learn more about our Onboarding Services.
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