New features and updates to Capchase Pay


Auto-renewals through Capchase Pay

There is a new feature that allows you to toggle on "auto-renewal" when configuring a payment link. If your customer is signing a contract that will automatically renew with you, you can now have the payment link auto-renew as well.

This will reduce renewal friction because your customers won't need to complete another payment link each year; they will already agree to the flexible payment plan auto-renewing in the initial link.

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Deliver a PDF with the Payment Link

Do you have a quote or any file you want included with the payment link? Now, you can easily upload that during the payment link configuration step, and your customers can review it as they complete their flexible payment flow.

This feature can be used to share a quote or invoice, a customer success deck for a renewal deal that shares the service’s value and benefits, or a briefing on why an investment is being made. Any document that would support your customer in completing their purchase.

This feature can be used to share a quote or invoice, a customer success deck for a renewal deal that shares the service’s value and benefits, or a briefing on why an investment is being made. Any document that would support your customer in completing their purchase.

Streamlined checkout experience with Upfront Payment option

You now have the ability to offer one streamlined checkout experience, with options for your customers to choose between paying their contract on monthly or quarterly terms or upfront, in the same payment link. This will help your sellers focus on closing the deal first and then the buyer can choose their preferred payment terms when signing.

The upfront payment to the Vendor, can be made through our Stripe integration. Learn how to set that up.

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Creating payment links for deals with multi-items

Leverage service items to give your customers payment flexibility and billing transparency.

With service items, you can now: