We're excited to unveil a couple of enhancements we've added to invoices!

Users will now be able to add product descriptions to their invoices and edit them before it goes on to the invoice. If anyone prefers to not import these, they can easily disable it from the invoice settings.

We've enhanced autofilling of card and contact information on Payment Links and Invoices. Now, any autofilling extensions and browsers can automatically fill in user and card information if configured. This functionality even extends to LastPass users.

Currently, configuring the invoice name is possible from the invoice editor toolbar. However, we've noticed that many invoices in the system are being saved with the default name. To address this, we've introduced an invoice name text box on the Send Invoice popup. If users want to update the name, they can do so directly from this popup, ensuring they're always aware of the invoice name being sent.

We are thrilled to announce the launch of refreshed and revamped PDF designs for the marketing audit report, elevating the presentation of your audit findings to a new level of sophistication and professionalism.

📑 Modern Layout: Experience a sleek and contemporary layout that enhances readability and visual appeal.

💫 Polished Visual Elements: Enjoy updated designs, charts, and icons that make data interpretation easier and more engaging.

📣 Improved Branding: Showcase your brand identity seamlessly integrated into the PDF design for a cohesive and professional look.

🧑🏻‍💻 Enhanced User Experience: Navigate through the report effortlessly with improved organisation and structure.

Upgrade your audit reporting experience with our refreshed PDF designs and impress your clients with polished and visually appealing audit reports!

New payment method for invoices:

Buy Now, Pay Later (BNPL) Payment methods : Affirm, Klarna, Afterpay/Clearpay

These payment methods will be available when paying via stripe

These methods are available for one time invoice and recurring invoice without auto-payment

The payment methods you might be able to avail will depend on region and currency in which payment is made

Introducing enhanced control over your template library! Now, admins can easily hide irrelevant default templates.

Agency admins lacked control over default templates added by the Connect team, often resulting in irrelevant templates for their sub-accounts.

We introduced a feature allowing agency admins to hide and unhide templates added by the Connect team.

As there was no multi select functionality and users were not able to select the same filters again they had to create multiple triggers.

After this release the same can be achieved in 1 single trigger.

Now users will be able to select multiple options in Forms, Surveys, Contains Phrase and Exact Match fields.

This will work as an "Or" functionality. For eg. if in FB - Comments on a Post trigger, contains phrase field 5 options are present then the trigger will execute if the contact has commented any one of the phrases.

Forms & Surveys- In the trigger the ability to select multiple options by clicking on them from the dropdown will be available for filters.

Contains Phrase & Exact Match - In the trigger the ability to select multiple options will be available by pressing "Enter" or "Return" after typing the text.

Now, connected accounts within Stripe can take control of their payment methods.

This new feature puts the power in the hands of each sub-account, allowing them to tailor their payment processes to fit their unique needs and clientele.

Customers can now fine-tune their payment options, enabling or disabling specific methods with ease.

This flexibility means they can curate a payment experience that aligns perfectly with their business goals.

We're also rolling out customizable configurations for different product areas, giving users even more control. For example, they can offer "Buy Now, Pay Later" options in their online store for small purchases, while only keeping card and Bank debits in high value Invoices .

Before this update, connected accounts had limited control over their payment methods. This lack of flexibility meant that all customers had the same set of options, regardless of their preferences. Now, with the ability to manage their own payment methods, users can adapt their payment processes to better suit their needs and preferences.

Sub-account users need to navigate to their Stripe dashboard for specifically turning on/off payment methods to display. Navigate to Settings -> Connect -> Payment methods -> Your account to see the list of payment methods activated by LeadConnector.

Remember to select LeadConnector configurations in the dropdown here since there can be more platforms your Stripe account is connected to.

We're thrilled to announce our latest update to our Mobile App!

Create and send out documents and contracts on the mobile app using your predefined templates!

Accept tips while recording payment for an invoice or a POS transaction for any payment instrument used.

To start using documents and contracts on mobile, make sure that you save templates on the Connect web platform, as mobile does not offer the provision to create a document from scratch just yet,

This update finally allows users to create and broadcast documents and contracts on the fly directly from their mobile app!

Introducing certificates triggers and actions in workflow.

Users can trigger a workflow actions based on certificate issued trigger.

They can also add filters based on certificate templates and different conditional operators.

Users can also choose certificate templates for actions, and as a result the particular template will be issued as a certificate.

🔗 Automatic Link Formatting:

All links and URLs included in emails will now be automatically displayed as clickable links.

Please note that for a link to be automatically formatted as clickable, it must include a scheme (such as https:// or http://), a domain name, and a top-level domain name.

Clicking on the link will open the respective page in a new tab.

↗️ Improved Contact Avatar Interaction:

Clicking on contact avatar will now automatically open the contact details page in a new tab.

This allows for uninterrupted conversations and ongoing calls while accessing contact information.

Introducing call transcriptions for recorded calls. With call transcriptions, users can now maintain accurate records of all conversations, aiding in documentation and compliance requirements.