Automated Invoices and IPS Payments
Meredith Gradle • September 13, 2018

Invoice upgrades are hot off the presses: automated invoices, invoice templates and IPS payment options!

Invoice templates are finally live. We’ve all been so anxious to have them… and they’re finally here! There’s nothing worse than creating the same invoice over and over again. Now you won’t have to! Instead, you’ll just create and store your most frequently used invoices and modify them as needed. And what’s even better?



(wait for it…)


IRIS WORKS CAN ATTACH INVOICES TO EMAILS WITHIN YOUR WORKFLOWS!

Yep, you read that correctly: AUTOMATED INVOICES. Invoice templates can now be attached to an email within a workflow, which means that we can take care of sending your invoices out without you ever lifting a finger! Oh, but wait… there’s more.



YOU CAN NOW ACCEPT PAYMENTS DURING YOUR IN-PERSON SALES SESSIONS!

It just keeps getting better, right? And this one is huge. Instead of having to email your clients with an invoice while you’re sitting in your studio at the point-of-sale, you can click a button and take a payment right there in real time. What could be easier?



And, as an added bonus…


NEW PRODUCTS/SERVICES CAN NOW BE ADDED WHILE CREATING AN INVOICE.

You can now add new products and services directly within the invoice itself (without having to set up a new line item on the invoices page). It’s just another way that Iris Works is making your life easier.



Want to take your client experience to the next level? Use Iris Works + Booking to streamline a process that lets your clients choose a time on your calendar, sign their contract and pay their deposit seamlessly.

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