September 26

0 comments

CSV Export Upgrade for Transactions, Subscriptions and Orders

By David Holland

September 26, 2024


New fields have been added to CSV exports for Transactions, Subscriptions, and Orders, including detailed information like payment methods, currency, taxes, discounts, and refunds. The ‘Amount’ field has been renamed to ‘Total’ for consistency, with currency symbols removed and a new ‘Currency’ field added. The update aims to align with industry standards and future features will prompt regular CSV export upgrades.

**TLDR:** Users can now view, delete, and update subscription payment cards easily and securely, enhancing control and flexibility

More
Client Portal > Subscription Management – Enhancements

**TLDR:** Users can now sync invoices from GHL to Wave for streamlined accounting. To set up, go to

More
Sync your GHL Invoices to Wave Accounting

Users can now send estimates directly from the contact page, with pre-populated contact details. Track sent estimates via

More
Contacts: Estimates now available in Payments tab

**TLDR:** – New Payments tab in Opportunities for sending/viewing estimates/invoices. – Navigate to Payments Tab, create/send invoices, auto-redirect

More
Invoices & Estimates: Now available in Opportunities

New “Unlabeled” card layout for Opportunities improves data viewing with streamlined design, allowing more info per card and

More
Unlabeled Cards in Opportunity View

**New Features:** – **Pluck and Join Helpers**: Streamline automation by extracting specific dataset fields and combining them into

More
Fetch Product Details using Pluck and Join in Workflows

Direct Your Visitors to a Clear Action at the Bottom of the Page

>