Meet Auto-Payments for recurring invoices and POS transactions — the fastest way to collect payments without chasing clients every billing cycle. Capture the first payment instantly, set your schedule, and let the system handle the rest. No follow-ups, no manual charges, no missed payments.

:rocket: What’s New (and why you’ll love it)
Set it and forget it – Turn on Auto-Payment when scheduling a recurring invoice and watch payments roll in automatically.
Multiple payment sources – Choose to charge from:
Saved card – Select from any stored cards for that customer.
Customer card – Use the card captured via Tap to Pay, Card on File, or online checkout.
Frictionless checkout – No extra steps for your customer after the first payment.
Stay in control – Toggle Auto-Payment on or off before sending.
Works where you work – Available for Recurring Invoices.

:sparkles: Why This Changes Everything
No more chasing – Every payment is auto-collected on the due date, without awkward reminders.
More cash flow confidence – Predictable payment timelines mean steadier revenue.
Delight your clients – Smooth, “one and done” checkout experience.
Save hours of admin – Set it up once and let automation handle the rest.
:arrows_anticlockwise: Already Sending Recurring Invoices? Here’s the Upgrade
Instant enablement – Turn on Auto-Payment right from your invoice scheduling flow.
Smarter workflows – Your card selection is remembered if you toggle Auto-Payment off and on again.
More payment flexibility – Access any saved payment methods for your contact.
Seamless POS integration – When using PoS, add recurring products to cart & select “convert to invoice”, then set it up while scheduling the same.
:white_tick: Prerequisites
Recurring invoice created via the Invoices or POS module.
Customer payment method on file (Card on File, or online card capture).
Payments must be via card — Auto-Payment is not available for cash or manual entry.
:builder: How to Use This Feature (Quick Start)
Create – Go to Invoices or POS and start a recurring invoice.
Add details – Select a customer, items, and billing frequency.
Enable Auto-Payment – On the scheduling sheet, toggle Enable Auto-Payment.
Select payment method:
Saved Card – Pick from saved payment methods.
Customer Card – Use the payment card captured via Tap to Pay or online checkout.
Send – Confirm and send the recurring invoice or POS schedule.
Sit back – Payments are auto-processed on each billing date.
Pro tips for speed:
Always confirm the right payment method before sending.
Keep cards on file updated to avoid payment failures.

Copy Workflow Steps… Anywhere!
One of the most requested feature is HERE and it’s going to save you HOURS…!!!
Workflow building just got a turbo boost!! You could already copy workflow actions within the same workflow but now you can copy steps from one workflow to another in seconds — no more rebuilding, just copy-and-paste magic.
What’s New?
– Copy Workflow Actions Across Workflows
– Copy any single action or an entire block of actions from one workflow.
– Paste them directly into another workflow in seconds — even if it’s in a different tab.
– Works for all workflows within the same sub-account.
– Copied actions stay in clipboard for 15 minutes so that you can paste in multiple workflows at once.
How It Works?
– Open any workflow and click the three-dot menu on an action.
– Pick “Copy Action” or “Copy All Actions From Here”.
– Head to your target workflow (different tab or same one—your choice).
– Look for the Quick Paste button next to the “+” button for adding new actions.
– Or… choose “Paste Below” from any action three-dot menu.
– Validate Pasted Actions before saving workflow.
– Sit back and admire your freshly cloned brilliance.

What’s New?
We’ve enhanced the Internal Notification action within Workflows by adding cc/bcc support for emails — one of the most requested updates from our customers.

– cc/bcc in Internal Email Notifications
– You can now add cc and bcc recipients to internal email notifications, making internal communication faster, more seamless, and more collaborative.
– Previously, this capability existed only in the Email action. Now, it’s available in Internal Email Notifications too.
How to Use
– Add an Internal Notification action to your workflow.
– Select Email from the Type of Notification dropdown.
– Choose the appropriate User Type.
– Enter CC and/or BCC recipients in the new fields.
That’s it — your internal email notification with cc/bcc is ready to go..!!

Keep your workspace clean and relevant — choose where LaunchPad appears so it’s visible only to the people who need it.

🔍 What’s New
– Sub-Account Control: Show or hide LaunchPad for each sub-account.
– SaaS Plan Control: Show or hide LaunchPad for all accounts under a plan.
– User Role Control: Choose which roles can access LaunchPad.

💡LaunchPad is visible by default at all levels – you can hide it anytime using the controls below.

📍 Where to Find It
– Sub-Account Settings → Feature and Limits
– SaaS Plan → SaaS Configurator → Edit Plan Details
– Team/My Staff → Roles and Permissions (Agency or Sub-Account)

💡 Why It’s Useful
Keep things focused for your team by showing LaunchPad only where it’s needed — whether for onboarding new users or keeping advanced users’ workspace clean.

-We have reduced the pricing for our GPT Action to make it even more cost-effective for our users.
– After moving it rack pricing, we are now offering an additional 5% discount—making our GPT rates lower than the current market price.
– It is now cheaper to use OpenAI in Workflows than directly using it.
– This change ensures that agencies using our AI capabilities get the best value in the industry.

What’s New?
Pricing Improvement
– GPT Action is now 5% cheaper than the market rate.
– Pricing change applies across all workflows using GPT.

How It Works:

– Use the GPT Action in any workflow as usual.
– The updated discounted pricing is automatically applied.
– Enjoy market-leading AI capabilities at the lowest cost available.