Note: This feature is invite only, please reach out to us on our support chat or you can email us (firstname.lastname@example.org) if you'd like to try this feature on your account.
Bundling products can be a great way to organize your business's offerings and provide your customers with options to best fit their needs.
With product bundles, Paycove allows you to offer customers multiple product bundles on a single quote.
Customers then have the option to select the bundle they would like to purchase before accepting the quote. Once a bundle of products has been selected, Paycove will update your CRM with the selected products.
Here is how the above bundles would appear to your customers:
Read more about how to setup product bundles here.
Customer File Uploads
Files, such as a Purchase Order, can now be uploaded by customers on your invoices. There’s also a text input for capturing specific data that you’d like to collect from customers (i.e. a PO #).
File uploads are always optional. You can turn on the option and add custom instructions for this feature at the account level in your Payment Settings.
Read more about Customer File Uploads here.
Payment Methods and Discounts
You will now be able to setup fees and discounts for specific payment methods. Discounts and fees can be entered as a percentage or dollar amount or both (i.e. 1% + $0.30).
You can set your payment fees and discounts at an account level in your payment settings or on an invoice level in your sidebar.
Upon choosing a payment method, the invoice total or remaining balance will be automatically adjusted to account for any discounts or fees. After choosing a method, customers can click pay to continue with the payment process.
Read more about configuring payment method fees and discounts here.