We are excited to announce a small but powerful new feature for your hosted checkout pages - Custom Fields! In addition to controlling our standard fields (visibility, mandatory, or optional), you now have the ability to create your own custom fields tailored to your needs.

Product Page

With Custom Fields, you can:

• Create custom sections (e.g., "Car") and name them according to your requirements.
• Add various field types under each section, including text fields, number fields, and checkboxes.

For example, you could create a section called "Car" with fields like "Registration Number," "Brand," "Model," and a checkbox for "Do you want insurance?".

Custom fields will appear on your hosted sign-up page and can be tailored to individual products. Additionally, we've made a small enhancement by refining the header and adding merchant information, such as company name, address, email, and phone number, to the footer. The hosted sign-up page now also shares the same design as the customer portal.

Once a customer completes a purchase, the data entered in these custom fields will be stored as metadata linked to the customer.

Enhance your checkout experience by tailoring it to your customers' specific needs with Custom Fields!

• We're thrilled to announce a powerful new feature in Billwerk that enhances your flexibility: Offline Payment Methods! This new "Custom" payment method empowers you, as a merchant, to create and manage payment options that may not be natively supported by Billwerk. Whether it's bank transfers, checks, or even cash payments, you now have the tools to offer your customers these alternative methods with ease.

Key Features:

• Custom Payment Methods: If Billwerk doesn’t support a specific payment method you want to offer, you can now create it yourself. Customize everything from payment instructions to logos and currencies.
• Flexible Payment Handling: Choose whether Billwerk should automatically mark the invoice as settled upon generation, or set it to pending, allowing you to manually confirm payment once received. This flexibility ensures that you can tailor the payment process to your business needs.
• Enhanced Visibility: The payment instructions you configure will be clearly visible to your customers in both the payment window and on the PDF invoices. Additionally, the logos and payment method names will be displayed in the payment window, ensuring a seamless and professional presentation of your payment options.
• Seamless Integration: The Offline Payment Method feature is API-first, like the rest of the Optimize platform. Automate your payment confirmation process by integrating with your existing payment systems. For instance, if you receive payment data through a webhook or batch file, you can set up middleware to automatically update the invoice status in Billwerk.
  

How to Offer Offline Payment Methods to Your Customers

Once you've configured and enabled your Offline Payment Method, there are two ways to offer it to your customers:

• Enable it in the Payment Window: You can allow your customers to choose the offline payment method themselves directly in the payment window. Simply enable the option, and it will appear alongside other payment methods.
  
  
  
• Manually Add the Payment Method: Alternatively, you can manually assign an offline payment method to a customer in the Optimize Admin. This gives you the control to select the payment method that best fits the customer's needs on a case-by-case basis.
  

Important Reminder:

Remember that transactions processed through offline payment methods require manual verification, as they are not tracked by our system. This feature gives you the control to manage these transactions, whether it's for a bank transfer, check, or any other method you choose to support.

We believe this new feature will significantly enhance your payment flexibility, making it easier than ever to meet your customers’ needs.

Start exploring Offline Payment Methods today and enjoy greater control over how you manage transactions!

feature 

We are excited to announce a new feature: the DATEV export, integrated with Germany's leading accounting software. Understanding that accounting can be a time-consuming task, particularly when reconciling your cash-to-accounting process, we developed the DATEV export to streamline this entire process and enhance your efficiency.

With the new DATEV export, you can seamlessly transfer your financial data from Billwerk+ Optimize to DATEV. This means no more manual data entry or double-checking, saving you valuable time and effort.

The cash-to-accounting process involves recording all financial transactions in your accounting software, including invoices, payments, and credit notes. With the new DATEV export, all this information is automatically transferred, eliminating the risk of errors and ensuring accuracy.

Please reach out to our Customer Care team at, ree-support@billwerk.com if you would like to become a pilot user for this new feature, providing us with the following information to get you set up:

• Datev consultant number
• Datev account number
• SKR 03 or SKR 04
• account length 
• Export interval (monthly, weekly, daily)

You can read more guidance about the feature here.

feature improvement 

We are excited to announce our latest feature that will make your invoicing process even more efficient – e-mail attachments for PDF invoices. 

With this new feature, you can now attach PDF invoices and credit notes to your e-mails automatically. This will save your accounts team time and effort, allowing you to focus on other important aspects of your business.

How does it work?

It's simple! All you need to do is enable "Send invoices and credit notes as e-mail attachments" in your Invoice and Credit Note-settings from the configurations tab - this is a universal setting. 

Remember you can also:  

• Customize the invoice and credit note PDFs with your company logo, legal information, additional invoice fields and personalized message. 
• Once the feature is enabled, the PDF attachments will be automatically included in all relevant e-mails sent to your customers.

This feature is especially useful for businesses that have a large number of recurring invoices. You no longer have to worry about sending the invoice or credit note as an additional step outside of the Billwerk+ Optimize platform – it will be done automatically 😘 

Hello Billwerk tribe,

We are thrilled to announce the release of our latest feature – Entitlements – sometimes known as plan-based rights, this new addition is designed to enable you to define and manage the benefits associated with the product plans or add on’s customers have as part of their subscription. Sounds simple but this powerful feature ensures precise control over feature access, eliminates errors, enhances customer satisfaction, and significantly reduces administrative overhead.

For merchants who:

• Struggle with managing different feature sets/products for various subscription plans.
• Want to reduce confusion and manual errors in provisioning.
• Want to avoid customer confusion with paid features being inaccessible or being mistakenly granted access to unauthorised features.
• Reduce labour – no more manually tracking and updating entitlements, give the gift of time back to your support and development teams.

Key outcomes with Entitlements:

• Rapidly scale your pricing models and billing needs
• Agility to experiment with new pricing strategies
• Adapt quickly to changing market conditions and customer demand
• Stay ahead of competitors, increase retention and reduce churn
• No more in house custom code to interpret entitlements, make your codebase simpler and more efficient with our API integration too.

How to Use:

Visit ‘Configurations’  --- Under Product Catalogue --- Select ‘Entitlements’

To get started in the platform read our documentation here

Developer documentation to setup the Entitlements API integration here

If you need advice on entitlements ‘Submit a ticket’ from the ‘Help’ section.

We value your feedback! Let us know below what you think of Entitlements so we can enhance the feature further to make life easier for you.

Thank you for being a valued part of the Billwerk community.

Hello Billwerk+ users!

We are excited to announce a new feature that will help you define the benefits associated with your plans, add-ons, and subscriptions - Entitlements!

So, what exactly are Entitlements? Simply put, they define the perks and privileges that are associated with your products and services.

This feature is perfect for businesses that offer different tiers of plans or add-ons, as you can now easily control which customers have access to which aspects of the product. It also allows for a more personalized approach to your offerings, giving your customers a tailored experience based on their needs.

As of now Entitlements can be added to your Plans, Add-Ons and Subscriptions via APIs. The ability to configure them from the front-end will be available shortly. For more information, checkout the API documentation here https://optimize-docs.billwerk.com/reference/entitlement

Exciting news! We're thrilled to announce a small but impactful addition to our Customer Portal: Single Sign-On (SSO) support! 🎉 Now, with just a simple API call using POST https://customer-portal-api.reepay.com/v1/session, along with your private key and the customer's email, you can seamlessly sign them into the portal. This means you can skip the One Time Password step, especially handy when your customer is already logged into your environment. Enjoy the smoother, hassle-free experience!

We are excited to announce a new feature that many of you have been eagerly awaiting: Multi lingual capacity! With this new addition, you will now be able to cater to a wider range of customers by offering your services in multiple languages.

We understand that in today's globalized world, having a multi lingual platform is crucial for businesses to thrive. That's why we have worked hard to bring this feature to you, making your billing and subscription management process even more efficient and user-friendly.

What does this mean for you? It means that you can now easily create and manage Plans, Add-Ons, Discounts, Hosted Pages, Customer Portal and Customer communication in multiple languages. This will not only help you reach a broader customer base but also improve customer satisfaction and retention.

Our multi lingual capacity currently supports 17 Languages: Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hungarian, Italian , Norwegian, Polish, Romanian, Slovak, Serbian, Spanish and Swedish. 

You can simply select the desired language/s from Configurations > Translations and start adding the content in those languages.

But that's not all! We have also provided the email templates under Configurations > Customer Communication > Email Templates  in these 17 languages for you to start using right away.

Note:- Click on '+' to add the language to your account. Remember to enable after adding so that content becomes visible. For more information on how to setup the translations, check out our documentation here https://docu.billwerk.plus/en/configuration/customer-communication/translations.html

We have made an improvement to our navigation sidebar that we believe will greatly enhance your overall experience with our product. Over the past 12 month, you would have noticed, the sidebar involve.

Based on user feedback and our own internal analysis, we have completely redesigned and revamped the navigation sidebar. Our goal was to make it more intuitive, user-friendly, and visually appealing. The new design will also ensure that the exciting new features we are currently developing find their way into your hands more easily.

So, what's new in the navigation sidebar? Let's take a closer look at some of the key changes:

1. Streamlined and organized layout: We have reorganized the navigation options to make it easier for you to find what you need. The most frequently used features are now prominently displayed at the top, while the less commonly used ones are grouped together in a more logical manner.

2. Easy access to Profile: We have brought all your profile, account and settings information at one place right at the bottom left part for easy access

3. Developer relevant options are in one place: Billwerk+ Connect, Developer configurations and the Old Dashboard are all now at one place under the "See more" section.

❗️We have left the Configuration section purposely unchanged for now. But it would soon be made consistent with other options over the next few weeks. Until then please bear with us.

Do let me us know what you think about these new changes in the comments below.

Several months ago, we introduced a block-based email template builder, allowing you to effortlessly create email templates by simply dragging and dropping blocks onto your canvas. This builder comes equipped with plenty of useful tools, offering both simplicity and robust functionality. 

Go To the Email Template Section

Among the features you will find:

• Drag & Drop Interface
• Merge Tags
• Custom File Storage
• Tailored Tools and Blocks
• Undo & Redo Functionality
• Mobile-Responsive Content Creation
• Swift Deployment Process

Now, we're excited to announce the update of our default email templates, utilizing the new block builder and featuring a fresh design. For your peace of mind, we've ensured that you can still access the old default templates or your custom templates if you had them activated and were using them before. Whether you've been using a custom or default template previously, you'll continue with your current template unless you opt to activate the new default template or choose to clone it and make your own version based on the default template.

One noteworthy feature of the block builder is the MERGE TAG button within the text block, enabling you to seamlessly integrate data from your Billwerk+ account into your emails. For instance, you can personalize greetings by incorporating the customer's first name.