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Once you have created a Repeating invoice you may have to make some edits. You are able to edit the day of the week the invoice is created, how many days they have to pay the invoice and if the email is automatically sent.
Head to Settings > Invoices > Select Repeating from the dropdown > Find the invoice you wish to edit and select the pencil icon on the far right next to the trash can icon.
You will now have the ability to create a repeating invoice for businesses and customers on a Weekly or Bi-Weekly basis. Adding a new set of options on top of the invoices every month.
Head to Settings > Invoices > New Invoice > Type > Repeating > Select from the drop-down Monthly, Every Week, or Every 2 Weeks.
ActiveCampaign will allow you to create your own marketing campaigns in CleanCloud.
Note - You will need to be on our Grow or Grow+ plan to access the ActiveCampaign settings.
If you don’t already have an ActiveCampaign account you can set up an account through CleanCloud.
If you already have an ActiveCampaign account follow the steps below to link this with your CleanCloud account;
CleanCloud has teamed up with Cobblers Direct to provide our customers with an easy way to provide shoe, bag, and belt repairs in your store.
The Cobblers Direct integration allows you to expand your business offering into shoes, bags, and belt repairs with no setup fees or monthly charges. You just process the order in-store and send the items to Cobblers Direct, they will contact the customer directly to clarify any issues with the order and return the repaired items to you for the customer to collect.
And you keep a share of the revenue! Please note this is only available for US customers.
Go to Settings > Admin > Store Details > Services Offered and activate the option “Cobblers Direct Repair Service.”
Once this setting is activated you will see an additional section and items on the New Order Page, as shown below:
Please have a look at our new Cobblers Direct articles to help answer any questions.
You will now have the ability to toggle on the option to check a customer's address in the web booking tool prior to the customer being required to sign up for an account. Allowing us to check if the customer is in your service area prior to account creation.
Can activate in Admin > P&D > Address Options > Toggle on ‘Customer Can Check If Address Is In Geofence before Creating Account’
(Web Booking Tool Only)
Once activated there will also be a button in Admin > P&D > Routes to see customers that were outside the service area. It will be right next to Add Route - View out of Service Area. Letting you know the Date, Address, Name, Email, and Telephone of these customers so that they can be informed when you start servicing their area.
In the web booking tool, if you click 'Sign Up' the customer has to enter the address first which will check if they are in the service area. If they are not, they are prompted to provide contact details for when the store expands its service area.
Our invoice page just got better with the ability to filter through all your invoices from the top right of the page so that you can quickly find the specific invoice(s) you are looking for and we have also put pages on this section so that you can see the invoices on different pages rather than having to scroll through all the invoices on one page.
You will be able to filter by invoice ID or customer name.
Furthermore, once you have created enough invoices, it will start to break up into pages such as 1,2,3,4 …. creating a better overall look and feel to the Invoice section.
When creating a new repeating invoice you will now have the ability to create a customized due date for when that or those specific invoices are required to be paid by.
When creating the new repeating invoice you will now see a spot for ‘Days to Pay’ where you can enter the due date for payment of the invoice.
On the Marketing page, you are no longer limited by the SMS character count of 160 characters!
If you exceed the SMS character limit, it will now send the additional information in another SMS.
For example, if I have 306 characters in my message, it would cost 2 credits and if it had 459 characters, then that would cost 3 credits to send the message.
On our SMS marketing tool it will inform you when you have gone over the 160 character amount and let you know how many SMSs it would send to the customer.
Customers will now have the ability to buy a gift card through the customer app and web app.
They will need to open the customer app/web app and head to the profile icon at the top right and select ‘Buy Gift Card’. You can also direct your customers to this section by having a promo carousel set for this.
They will then be able to select who the gift card is for, the amount, how the gift card will be sent (SMS, Email or both), they can then enter the relevant email or phone number, select the date and add a message to the recipient.
Once done, and the customer selects ‘Purchase Gift Card’, the customer will be charged and the gift card will be sent to the person of their choice on the date they selected.
If you are using one of our integrated Smart lockers, customers can now scan their QR code from the customer app or web app to log in and place their orders.
To add a new locker head to Settings > Admin > Pickup & Delivery > Lockers > Add/Edit > Locker Type > Smart Locker
When a customer tries to place a locker order with one of your smart lockers from the customer app or web app they will now see a QR to scan on the smart locker.
