A lot of work was done on the self-service portal this week. These features further enhance the visual and functionality of the already great self-service portal! Here are some highlights of the May 7, 2024 [1.250] release.
Feature Highlight
SSP Themes
Stax Bill introduces Self-Service Portal themes. The new themes allow you to select pre-configured custom themes to change or enhance the portal's look for customers quickly.
After selecting a theme, you can modify select settings to customize your company styles further.
Enhancements
Price Books
- Modifying a Price Book will update project invoices and the financial calendar to reflect the changes.
- Subscriptions and products that use Price Books can now be purchased on the online customer portal.
HubSpot
Migrations
With this release, you can add coupons when migrating a customer within HubSpot. In addition, migration timing options have been added. You can migrate now, at the next billing, or on a custom date.
You can now show and allow customer billing settings within HubSpot.
Self Service Portal
You can now modify the navigation links displayed in the portal and remove links to further customize it to your specifications!
SSP purchase without an outstanding invoice 58176
Customer Search
You can now search by a customer's primary phone number.
QuickBooks
Proration Recalculation on Draft Invoices
Bugs
- 58204: Typo on the SSP.
- 58265: Catalog price refresh cannot be set to 0.
- 58278: Refresh price interval is not copied on the Subscription Create.
- 58409: Hubspot - Customer Sales Tracking Code not populating in the dropdown.