Payments, metadata, communications improvements
When viewing an invoice on the dashboard you will now see a section listing the payments associated with this invoice
After your customer initiates a payment that you need to manually clear you will see it on the invoice page of the dashboard with options to mark the payment as paid, failed, or cancel the payment.
Communication Failed Notices
Previously, there was \’clicked\’, \’delivered\’, and \’opened\’ statuses on Communcations. Now we have added \’failed\’ and \’retrying\’ for when communications do not send properly.
Importing Customers, Transactions, and Plans
Now you can import customers, transactions, and plan data directly do your Paid account. Using CSVs in the correct format, this process is very quick and can greatly ease onboarding. To start, go to Account => Importers from the top bar. Here is a list of all previous imports. To create a new import click \”New Import\”.
Formatting is cruicial to the import. Please make sure that your file is a CSV. It must have a row called \’type\’ that refers to the type of entry on the row (either customer, transaction, or plan). It is also important that there is only one type per file. Currently you CANNOT import both customers and transactions at the same time. All of the accepted attibutes for customers, transactions, and plans are listed on the new importers page.
Redesigned Invoice Emails
We have updated styling for our invoice summary emails that you recieve when issuing an invoice or a reminder. Take a look!