April 21: Advanced billing settings & subscription scheduling

Advanced billing settings

On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be overwritten when a new invoice or subscription is created (in the Advanced Settings section).

Portal - Advanced Billing Settings - YouTube

Subscription scheduling

You now have more controls when creating a subscription. You can select a start date (immediately, 1st of next month, custom date) and end date (never, after a specific number of cycles, custom date).

Portal - Subscription Preferences - YouTube

Improvements and fixes

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