The Billing Circle Blog.

Loads of New Stuff

Decline Queue By now many of you may have noticed that under COLLECTIONS you can now manage both your outstanding transactions and those still in your Decline Queue. We have also added the ability to move transactions from the Queue straight into Outstanding, without waiting for the queue to try all intervals.

Client Details - Entirely New! We are very happy to announce a completely rewritten Client Details page. This page is accessible by double-clicking a client on the Manage Clients grid (or clicking the magnifying glass). This new format allows for a much improved experience, as well as adding many new features:

• Native shipping address support - No more requiring custom fields for this.
• Tabs to keep each type of relevant information on its own page.
• Highly improved clarity for each element. No longer are the transaction logs, bills, notifications, and notes crammed into tiny inline boxes. Each has its own page, with incredible levels of detail for all items.
• Ability to delete client notes.
• Much improved Credit/Refund system (see Bills & Payments tab)
• Files - New Feature! Upload any number of files to a client's account. No longer do they have to be attached to notes.

Brand New Emails System We have created an entirely new Email sending system, which now supports fully configurable emails, as well as PDF attached invoice/receipts/notices. You can begin using this immediately, by going to the Emails Setup page under Settings. Receipts, Declines, Outstanding, New Bill, Manual Due, and Upcoming Charge emails all support email attachments. And some icing on the already incredible cake: you can now track and see if and when clients opened their emails.

New Email Type: Upcoming Charge An added benefit of the new email system is the new email type 'Upcoming Charge'. When enabled, this will send clients an email notice 10 days before monthly and bi-monthly bills, and 30 days before yearly and quarterly bills.

New Feature: Logo Uploads Logos are now uploaded from a single screen, Logo Uploads under Settings. One nice little feature here is the ability to upload an application logo to replace our Billing Circle at the top left of the screen.