Release notes
Referral credits and affiliates
- Account and billing
- Solo
- Core
- Pro
- Enterprise
New
Referral credits and affiliates
You can now refer another business to Estimark from Settings, then Refer a Business. Share your personal link or enter their name and email address and Estimark sends the invitation on your behalf. When the business you introduced pays their first invoice, you both receive a credit that is applied to your next invoice automatically. The page shows everyone you have referred, credits that have been applied, and any credit still outstanding. Limits: Credit is applied when the business you introduced pays their first invoice, not when they sign up. It is set against your invoices only and is not paid as cash, and any unused credit lapses after a year.
Improved
AI for selling, onboarding and support
Outside support hours, the website chat can now answer questions straight away using the published help pages, and its first line tells you it is automated. If you want to speak to a person, ask at any point and the full conversation is passed to the support team, who read it the next working morning and reply by email. Limits: It answers only from the published help pages. It cannot quote prices or look at your account.
Fixed
A Stripe customer that no longer exists made the billing page answer 500
The billing page would show an error and fail to open if your card details had been removed on the payment side. It now opens correctly and lets you add a payment method again.