Payments and Available Funds
Get ready for an enhanced Whautomate experience with our latest update! We've introduced new functionalities, including the ability to apply available funds to client invoices and manage all client payments in one place.
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Available Funds apply invoices
With this latest enhancement, you now have the ability to log additional payments in the payments screen and invoice record payment section, the additional amount will automatically be added to the client's account. These funds can subsequently be utilized to cover upcoming invoices.
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Send Payment Receipt
Easily record new payments, efficiently manage all payments, and seamlessly send receipts to your clients through WhatsApp, Email, and SMS. Additionally, you can conveniently print and download receipts with this new feature.
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Embed Form
The form embed feature allows you to share a public link for users to fill up the form, embed the form in your website using an Iframe, add a button to your website to open the form in a browser popup or open the form in a lightbox.