Product Update for February 2017: Immediate payment collection and fiscal period dates

March 2nd, 2017 by Nick Dainty 1 minute read

Fiscal period dates

Lots of PI customers have told us they'd like to be able to define which fiscal period the work in a particular proposal will cover.

Our new fiscal period end feature now allow you to do that. You'll need to update your engagement letter template to make this date visible to your clients.

Our help article on this topic explains how.


Credit card payments for New Zealand customers

We're very happy to now be able to collect credit card payments on behalf of PI customers in New Zealand!

Pricing information is available on our website.


Collect payment now

We understand that many PI practices would like a bit more flexibility over how payment collections are scheduled, for those times when things don't go exactly to plan.

As a first step we now allow payment to be collected immediately on any invoice, if required. Our help article explains how to take advantage of this.

We've got some further improvements to payment collections in the works that we hope to unveil soon.

Please make sure you also check out our blog and follow us on Twitter to keep up with our latest news! See you at the end of March for another update 😃.

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