Overview
This release note highlights significant improvements such as new custom account types and enhanced user interface billing settings. It also includes bug fixes to optimize system functionality and user experience.
Product Update
User Interface
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Custom Account Types
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Account Types can be managed from the Admin section.
- An Account's Type can be edited from within the Contact tab of their Details panel.
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The Account Type must be selected in the account creation form.
- Currently available only within the gaiia account creation form (not from the Checkout).
- Any Account created through Checkout will default to the standard Type unless specific information is provided.
- Currently available only within the gaiia account creation form (not from the Checkout).
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Difference between Labels and Account Types:
- Account Types are mandatory and should be permanent, affecting some account settings specific to that type.
- Labels can be added and removed as needed; there can be none or multiple Labels.
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Account Types can be managed from the Admin section.
Billing
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UI improvements to billing settings.
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Added the ability to send out an invoice a set number of days before it’s due.
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Accounts can also be edited individually by navigating to their Billing Settings tab.
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Accounts can also be edited individually by navigating to their Billing Settings tab.
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Now supports Multi-cycle Billing.
- This feature allows customers to pay for various numbers of months per invoice.
- For example, if the “number of months billed per invoice” is set to 3, the customer will pay for 3 months per quarterly invoice.
- For example, if the “number of months billed per invoice” is set to 3, the customer will pay for 3 months per quarterly invoice.
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Accounts can also be edited individually by navigating to their Billing Settings tab.
- A tag appears beside the Account name if they are on multi-cycle billing.
- This feature allows customers to pay for various numbers of months per invoice.