Create or schedule Subscriptions and send Invoice within contact details page

Social Sync Collective

Published on: 30/09/2024

Businesses can now quickly add subscriptions from the contact's detail page or Payments section and schedule them with a specific billing date. Payments can be made using existing or new cards. Users can also create invoices directly from the contact's details with pre-filled information. Future updates will allow subscriptions to be paused and resumed automatically or manually

Contacts Update

Activity Tracking of Documents - Now Live

Social Sync Collective

Published on: 22/08/2024

The new "Activity Tracking of Documents" feature allows users to view the complete history of a document from sending to signing by clicking "view history." Users can see last viewed times and actions needed by hovering over contact icons. This tool helps track document status and actions efficiently. However, last action times are only available for new documents. Future updates will include a fix for PDF page breaks and support for opportunity custom values.

Payments New Update

Add cards on file for contacts

Social Sync Collective

Published on: 22/08/2024

Business users can now securely store credit or debit cards directly from a contact's detail page under Payments. This feature makes it easy to charge customers later and is useful for keeping payment details on record. Upcoming features include scheduling subscriptions and sending invoices from the contact details page.

Payments New Update

Square integration for processing payments is now live

Social Sync Collective

Published on: 15/08/2024

Square integration for payments is now live in SSC. Businesses can connect their Square accounts via API keys under Payments -> Integrations to process one-time and subscription payments. It supports order forms, invoices, online stores, and more, but is not yet available for SaaS and re-billing.

Payments New Update