June 10th, 2025

๐Ÿš€ New Feature

New Features: Invoice PDFs, Partner Refunds, and CPQ Integration

Weโ€™ve shipped a few product updates to make your workflow smoother and help you get paid faster:


๐Ÿ“ฉ 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.

โœจ Whatโ€™s New?

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

๐Ÿ’ก Why Itโ€™s Helpful?

โœ… Improves customer experience by providing invoices directly in their inbox
โœ… Reduces the need for manual sharing of invoices
โœ… 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.


๐Ÿ”™ 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.

๐Ÿ” Learn More: Refund Management

โœจ Whatโ€™s New?

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

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

๐Ÿ’ก Why Itโ€™s Helpful?

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

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


๐Ÿ”— 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.

๐Ÿ” Learn More: CPQ Integration

โœจ Whatโ€™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 teamโ€™s efficiency.

๐Ÿ’ก Why Itโ€™s Helpful?

โœ… Enhance your customers' payment experience
โœ… Streamline the quote-to-cash process with fewer steps
โœ… 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.