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.