April 8, 2021 | Keap

This article applies to:

Easy Automations update: New Start and stop options for invoices

Lite, Pro, and Max

Now you can start automation when an invoice is sent, and stop it once the invoice is paid. This way, you can automate all of the payment reminders you send to your clients, as well as any follow-up tasks for your team. You can also start additional automation when an invoice is paid to follow up with your clients after their purchase. Learn more.

Money Update: Recurring invoices

Pro and Max
Collecting payment details from your clients is easier and more secure with Recurring Invoices. You have control over the series timing and terms, and can collect payment directly from your clients with email or text message delivery. Learn more.

BONUS: You can include one-time and recurring line items when creating your invoices, saving you from ping-ponging from invoice to invoice. Yay for convenience and time savings.

Bug fixes

  • Instead of receiving the requested Affiliate ID from the REST Opportunities endpoint, the API returned “Affiliate Id is invalid”. (Known Issue 2367021)