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NextChapter Payments Enhancements

Summer Release 2024 Notes

Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over 5 months ago
  • Ability to update the payment method on scheduled payments: We've made it easier for you to manage and update your payment methods. This new feature allows you to add, edit, or remove credit cards directly from your account settings without having to contact customer support. Now, managing your payment methods is as simple as navigating to your account, clicking on 'Billing' and then 'Payment Method.' For a detailed walk-through, please check out our updated support article here.

  • Option to create and save templates for invoices: You can now build and save templates for recurring payments, making it much easier to manage your transactions. With this feature, you can customize and reuse templates for various payment scenarios, saving you time and effort. Visit our support article for a detailed guide on how to use this new feature.

  • Invoices autofill with assumed client information when creating a new invoice: This feature auto-populates client information from the Case Dashboard when generating invoices, saving you time. It includes the client's billing address and email. To learn how to take advantage of this new feature, check out our support article.

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