This month, Alternative Payments is rolling out new ways to make your workflows smoother and payments faster. From API integrations to timezone settings and accounting sync improvements, every update is designed to give you more control and flexibility.

👩‍💻Alternative Payments API

You can now connect Alternative Payments directly into the tools and workflows you already use, no waiting on manual processes. The Alternative Payments API lets you or your technology partners build a seamless payment experience for your customers.

✨ What’s New?

• REST API endpoints for creating payment requests, managing invoices, transactions, payouts, customers, and more capabilities coming soon.

• API keys and permissions for secure integration

• Endpoints for real-time payment status updates

💡 Why It’s Helpful?
✅ Build custom payment experiences for your customers
✅ Automate workflows without manual intervention
✅ Gain flexibility to integrate Alternative Payments into your existing stack

📑 Quoter Integration: Faster Payments, Less Friction

Quoter now uses our API so your customers can pay for quotes instantly through a secure hosted checkout. Once you set it up on the Quoter platform, your customers can pay with a single click, redirected to a streamlined payment page with no extra steps required.

✨ What’s New?

• Hosted checkout automatically included in Quoter-generated quotes

• Seamless handoff from quote to payment in seconds

• Secure checkout experience your customers can trust

💡 Why It’s Helpful?
✅ Convert quotes to cash faster than ever
✅ Eliminate the delay between sending a quote and receiving payment
✅ Deliver a simple, consistent payment experience every time

🕒 Timezone Configuration

You can now choose the timezone for your Alternative Payments dashboard, ensuring that all timestamps and reporting align with your local time. When an admin logs in, a timezone selection prompt will appear, allowing them to set it right away.

✨ What’s New?

• Account-wide timezone settings

• Unified timestamps across invoices, transactions, payouts, reports, and schedules

• Consistent timing in email notifications and reminders

• Changes apply instantly, no downtime or reconfiguration

💡 Why It’s Helpful?
✅ Accurate reporting without time conversions
✅ Consistent data for you and your customers
✅ Simplifies reconciliation and audit processes

🔄 Settings for ConnectWise → QuickBooks Sync Tool

More control over how your data syncs between ConnectWise and QuickBooks.

✨ What’s New?

• Choose sync frequency (daily, hourly)

• Switch between automatic or manual sync

• Configure line item mapping and tax mapping to match your accounting needs

💡 Why It’s Helpful?
✅ Aligns perfectly with your accounting workflows
✅ Prevents data mismatches and sync errors
✅ Saves time with precise, automated mapping

If you need assistance, our team is here to help. Visit the Help Center or contact our team anytime

Here are the key product updates this month to help you grow your business, improve customer communication, and simplify workflows.

🎯 New Partner Referral Program & Dashboard

Turn your network into revenue. With the new Referral Program, you can earn a 10% revenue share, for as long as you remain an active partner, for every client you refer, while your referrals enjoy a 10% discount on their subscription.

✨ What’s New?

• Streamlined Sharing Experience
  Generate personalized links and emails to make referring quick, professional, and effective.

• End-to-End Referral Management
  Manage the entire referral process in one place, from sending personalized referral emails to tracking status and payouts.

• Real-Time Tracking & Transparency
  See referral progress, earnings, and payout history instantly with your dedicated dashboard.

💡 Why It’s Helpful?

✅ Unlock a recurring revenue stream
✅ Deliver immediate value to your network with discounted pricing
✅ Track referrals and payouts with transparency
✅ Simplify your referral workflow with full control and visibility

Ready to start referring? Visit your Referral Dashboard and send your first referral today.

✉️ Additional Variables in Automated Emails

Customize your customer communications even further. You can now include Days Past Due and Customer Name as variables in your automated email reminders.

✨ What’s New?

• Additional Variables Available
  Personalize reminders with customer names and the number of days past due for clarity.

💡 Why It’s Helpful?

✅ Create more relevant, personal emails
✅ Improve customer response and payment rates
✅ Reduce manual editing of reminder templates

Try updating your email templates today to include these new variables.

💳 Autopay Indicator in Summaries and Reminders

No more confusion about autopay status. Email summaries and reminders now include an autopay icon indicator for invoices enrolled in autopay.

✨ What’s New?

• Visual Autopay Indicator
  An easy-to-spot icon showing invoices set for autopay.

💡 Why It’s Helpful?

✅ Reduces customer payment uncertainty
✅ Minimizes unnecessary payment inquiries
✅ Provides a clear and professional communication experience

We’re excited to see how these updates empower your team and customers this month.

Need help? Visit the Help Center or contact our team anytime.

We’ve shipped a few product updates to make your workflow smoother and help you get paid faster:

📩 Invoice PDF Attachments

PDFs are now included in emails: less friction, faster action. PDF copies of invoices are now automatically attached to your email reminders, no setup required and no manual steps.

With Invoice PDF Attachments, your customers get the billing details they need right in their inbox. That means fewer delays, less confusion, and faster payments.

✨ What’s New?

• Automatically attach PDF copies of invoices to email reminders sent to customers.

💡 Why It’s Helpful?

✅ Improves customer experience by providing invoices directly in their inbox
✅ Reduces the need for manual sharing of invoices
✅ Ensures accuracy and transparency of billing

Ready to try it out? Create a test invoice, send yourself a reminder, and check your email to see the PDF attached.

🔙 Partner-Initiated Refunds

Refunds just got easier. You can now manage refunds directly from the partner dashboard, no need to contact support or wait for back-and-forth communication.

With Partner-Initiated Refunds, you can process refunds quickly and efficiently for your customers. This means faster resolutions and improved customer experiences.

✨ What’s New?

• Initiate refunds directly from the partner dashboard, no support ticket needed.

• Manage refund requests from start to finish without leaving the platform.

💡 Why It’s Helpful?

✅ Resolve refund requests quickly and efficiently
✅ Provide immediate customer satisfaction
✅ Reduce support wait times and friction

No more waiting for support to process refunds. Get started today from your partner dashboard!

🔗 CPQ Integration

Turn quotes into payments without disrupting your workflow. You can now connect your CPQ tool directly to Alternative Payments, making it simple to accept quote payments within your existing workflow.

With the CPQ integration, customers get a consistent, streamlined payment experience, right from the quote.

✨ What’s New?

• Integrate your Alternative billing link into CPQ quotes for a smooth quoting and billing process.

• Automate the flow of quotes to payments, reduce manual work, and improve your team’s efficiency.

💡 Why It’s Helpful?

✅ Enhance your customers' payment experience
✅ Streamline the quote-to-cash process with fewer steps
✅ Save time and focus on closing deals faster

Get started today by following the CPQ Integration Guide linked above!

Need help? Visit the Help Center or reach out to our team. We are here to help you make the most of these updates.

Supporting your customers just got a whole lot easier.

With one click, you can now access the dashboard exactly as your customer sees it—making it faster to troubleshoot issues, verify setups, and provide support with confidence. No more waiting on screenshots or back-and-forth explanations.

🔍 What’s New?

• “Impersonate Customer” Button
  Access this from the customer profile page in your dashboard.

• Real-Time Visibility
  Jump into your customer’s portal experience to troubleshoot issues or verify settings.

💡 Why It’s Helpful

• ✅ Solve issues faster without relying on your customer

• ✅ Verify setups and configurations first-hand

• ✅ Provide support with total confidence

No more guessing. No more back-and-forth. Just clear, direct access to the experience your customer is having.

Try it out now from any customer profile in your dashboard!

Need help? Check the Help Center or contact our team.

We are excited to introduce Customer Tagging, a powerful new feature designed to enhance how you categorize and manage your customers. With this flexible tagging system, partners can now assign custom labels to customers, making segmentation easier, smarter, and more efficient.

With Customer Tagging, you can:

• ✅ Create Custom Tags – Define unique tags with names, descriptions, and colors.

• ✅ Assign Customers to Tags – Easily associate one or multiple tags with a customer.

• ✅ Filter & Search – Quickly find and group customers based on assigned tags.

• ✅ Manage Tags Seamlessly – Edit, delete, and organize tags in an intuitive interface.

• ✅ Auto-Tagging (System Tags) – Automated tags that categorize customers based on predefined attributes, such as On Autopay and No Payment Method.

Start organizing, filtering, and taking action on customer insights like never before. Get started today and experience the power of smart customer segmentation!

We're thrilled to announce a significant update enhancing Auto-Pay functionality for our partners and users.

This update introduces enhanced flexibility when creating Auto-Pay Rules:

• ✅ Agreement Names: Partners can now define rules based not only on agreement types but also agreement names.

• ✅Expanded Integration Support:

  • For ConnectWise: Compatibility with both agreements and agreement types.

  • For Autotask: Support for contracts and contract types.

This addition ensures precise adaptability to unique business requirements, fostering improved efficiency and a seamless experience across platforms.

We hope this enhancement brings great value to your operations, and we look forward to your feedback.

We are thrilled to announce the implementation of a long-anticipated feature aimed at enhancing flexibility and improving user experience.

• Enhanced Flexibility: Customers can now make multiple payments toward a single invoice, reducing financial strain.

• Transparent Monitoring: Real-time updated balance tracking with clear payment histories accessible to both customers and partners.

How to Use:

1. Navigate to the desired invoice within the system.

2. Choose the specific amount you wish to charge.

3. Confirm the transaction and remaining balances will update accordingly.

We’re excited to bring you these improvements and look forward to supporting your business growth.