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Robert Lance

  • Total activity 300
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Activity overview

Latest activity by Robert Lance
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    Robert Lance created an article,

    Release Notes August 18, 2020 [1.165]

    Highlights New "Standing Order" Subscriptions Feature (Geotab Integration) "Standing Order" subscriptions" can now be configured by clients using Geotab integration. A standing order subscription a...

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    Robert Lance created an article,

    Release Notes July 21, 2020 [1.163]

    Highlights: Purchases - Improved Management of Tracked Items This release brings significant improvements to the management of product items for a purchase, including: Bulk upload of product items...

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    Robert Lance created an article,

    Release Notes April 14, 2020 [1.156]

    New Features and Feature Refinement:  More Text Messages Available Two new automated text messages were added: a welcome message that prompts the user to create their credentials and a warning rega...

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    Robert Lance created an article,

    Release Notes May 26, 2020[1.159]

    Highlights Override Collections Settings by Billing Period You can now override collections settings (payment method, net terms, auto collection, and auto posting of draft invoices) by billing peri...

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    Robert Lance created an article,

    Release Notes May 12, 2020 [1.158]

    Highlights Renamable Ledgers Ledger names (labels) can now be changed to correspond to the ledger names used in your accounting software. This setting can be found under Settings>Customization>Disp...

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    Robert Lance created an article,

    Release Notes April 28, 2020 [1.157]

    Highlights Additional Text Messaging Features A url shortener is now applied to links in text messages in order to save character space. Additionally, a new Subscription Expiry Warning automated te...

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    Robert Lance created an article,

    Why didn't a recently unsuspended customer get billed?

    The most common reason is an account billing configuration for what to do "when customers are un-suspended." The account level setting can be changed in the Admin UI under Settings, Financial, Bill...

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    Robert Lance created an article,

    Release Notes July 07, 2020 [1.162]

    Highlights New Payment Term Option: "Specific Day of Month" Previously, setting the invoice payment due date involved specifying the number of days after posting that the invoice came due, for exam...

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    Robert Lance created an article,

    Release Notes June 23, 2020 [1.161]

    Features API - Opened up certain Catalog API calls to external developers to allow them to:  Modify pricing on catalog items using the PATCH Plan Products endpoint Push out those pricing changes ...

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    Robert Lance created an article,

    Release Notes June 09, 2020 [1.160]

    Highlights Webhooks Can Now Have Multiple Targets You can now to create multiple webhook configurations, each with a different target URL. See Webhooks Overview and Configure Webhooks for more deta...