We're excited to introduce an enhanced Get Paid experience with powerful new features to streamline your payment operations. Here's everything you need to know about the new capabilities.
What's new?
Professional invoicing made easy
Create and send branded invoices that reflect your company's identity. The new invoicing system offers:
- Create and send invoices all from within your Get Paid dashboard.
- Customizable company branding with your logo and colors.
- The new advanced invoicing capabilities allow you to add a company logo, add line items, manage your invoice item catalog for easy invoicing, add discounts, apply taxes, and add service fees.
- Line items, discounts, and service fees added to your invoice are automatically saved to your invoice item catalog.
- Multiple attachment support for purchase orders and other documents.
- Multiple payment options to suit your needs.
- QR code integration for quick, secure payments.
Simplified customer management
Managing your customers just got easier! From the new Customer tab, you can view your customer list, see the total amounts paid by each customer, and see the total amount due. If you have an existing customer list, you can upload it as a CSV file for easy import. You can also search your customer list for quick access.
Automatic payment reminders
Say goodbye to manually reminding customers about payments and let automation work for you:
- Set up customizable payment reminder schedules
- Automatic notifications for upcoming due dates
We will notify your customers about upcoming due dates to ensure they never miss deadlines. In the settings, you can activate and customize your automatic reminders. Automatic payment reminders can also be overridden for individual invoices.
Customizing your experience
Tailor the Get Paid experience to your needs through your account settings:
- Configure default invoice settings.
- Set up your item catalog.
- Manage tax rates and service fees.
- Customize payment reminder schedules.
We're here to help
As you explore the new Get Paid experience, remember that all your existing data and functionality remain intact. We've designed this update to enhance your payment operations while keeping things familiar and intuitive.
Do you have questions? Our support team is ready to help you make the most of these new features. You can start a chat or submit a request through our help center.