A variety of changes to bulk invoicing and client level invoicing functions have been made to enhance the new functions introduced in release V4.8.
a) In the bulk invoicing report it is now possible to identify a batch of clients who have a valid credit card held on file so that these clients may have their cards charged in one action at the time of invoice.
Now that this group of clients can be identified, it is possible to select and use an email template more suited to the scenario.
b) The option to “Take Payment with Stripe” at the time of raising the invoice is now defaulted to “False” in the bulk invoicing program and at client level.
This was done to help prevent clients from taking payments from cards by mistake.
c) New option to “Enable Auto Billing”.
This means that you can now “switch on or off” the option to “Take Payment with Stripe” at the time of raising your invoice.
When switched off, the option to “Take Payment with Stripe” at the time of invoicing is removed altogether from the invoicing screens.
Click on the presentation for more information.