Documents and Contracts: Recurring Payments Support in 2 in 1 Payments

By GoEXELA Zap

December 19, 2024

**TLDR:** 2in1 Documents now support recurring payments post-signature. Users redirected to the invoice if signing date matches the payment schedule; otherwise, invoices sent on planned dates. To use, create a document, add recurring products, enable direct payment, and send. Future updates include deposit collection and dynamic scheduling based on signing dates.

Client Portal > Subscription Management – Enhancements

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

Client Portal > Subscription Management – Enhancements

Sync your GHL Invoices to Wave Accounting

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

Sync your GHL Invoices to Wave Accounting

Contacts: Estimates now available in Payments tab

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

Contacts: Estimates now available in Payments tab

Invoices & Estimates: Now available in Opportunities

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

Invoices & Estimates: Now available in Opportunities

Unlabeled Cards in Opportunity View

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

Unlabeled Cards in Opportunity View

Fetch Product Details using Pluck and Join in Workflows

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

Fetch Product Details using Pluck and Join in Workflows

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