This week, Mason Switzer shares improvements to how you sell and bill for your products and services.

Platform

• [Billing] Send invoices to multiple recipients. Recipients can be added to specific invoices, or to a client’s billing settings so that all their invoices going forward will be sent to those contacts. [1:54]
• [Billing] Coming soon: Automate invoice creation with Subscriptions. Preview recurring invoices created automatically from orders, customize payment terms, and view retail revenue and wholesale costs in a single view. Subscriptions will come available to partners using "Bill by Active" on on November 9, 2023. [1:06]
• [Orders] Create orders faster with the most popular products in our platform presented first in the product selector. [0:22]
• [Orders] Set customer-specific retail pricing from Partner Center. [00:47]

Business App [Customer Management] Stay on top of sales efforts by creating sales tasks on Contacts. In the Contacts table, view, sort, and filter by next task due dates to facilitate prioritization. [2:21]

VENDASTA CONNECT Don't miss the launch Business App Pro and Partner Center's new CRM at Vendasta's premier Fall event, Vendasta Connect. Register now to reserve your spot! When: November 30, 2023 at 1:30-2:30 EST Where: Virtual Register and review the full agenda here.