by INTEG Team | May 7, 2025
What’s New? Create installment plans on your Estimates, splitting the total into multiple payments. This will help you collect deposits directly on the invoice created post acceptance. Choose between Percentage-based or Fixed-amount schedules. Configure First Payment...
by INTEG Team | Jan 8, 2025
What’s new? Users can now enable sending invoices post-acceptance in estimates Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate How to use it? Go to Payments -> Estimates or...
by INTEG Team | Dec 27, 2024
What’s New? Enhanced Payment Method Configuration Global and Local Settings: Configure preferred payment methods globally for all invoices or customize them at the invoice level. Per-Invoice Customization: Modify payment methods for individual invoices without...
by INTEG Team | Dec 27, 2024
What’s New? Users can now attach up to 10 files to an estimate that will accompany the email. The total file size limit is 20MB per estimate. Attachments provide flexibility to include additional documents like specifications, terms, or visual materials. The feature...
by INTEG Team | Dec 26, 2024
What’s Changed? Custom Values in Estimates Business users can now leverage custom values when sending estimates to their customers in the terms and notes section. These custom values can be configured at: Editor level: Adjust specific values directly while...
