December 2024: Automate Product Activation, Billing, and Payment Collection

Welcome to Vendasta's December 2024 Product Launch! Now available, an ordering system for marketing agencies that simplifies ordering, billing, and payment collection for your team, and provides a seamless purchasing experience for your local business clients.

👉 Take the full Vendasta Academy course

With Vendasta's ordering system, you'll:

Save time on sales admin:
Submit sales orders quickly and automate the rest.
Get paid automatically:
Never worry about missing cancellation dates or forgetting to start/stop invoices again. Build client trust and protect your bottom line, simultaneously.
Make informed financial decisions:
Fuel your agency's growth based on comprehensive, easily accessible financial data.

Simplify with Sales Orders

Sales Orders help you sell what you want, how you want. Updates include:

Navigate away from draft sales orders without losing your work. Draft sales orders are auto-saved.
Ensure sales orders have all the items a client needs, and none they don't. Required products are added to sales orders automatically, while already active products are displayed.
Create one order for products with different billing terms. Set terms for each line item in a Sales Order (or set them at the Opportunity stage). End dates can be set now, and the ability to set start dates is coming soon.
See what details will be needed to complete and fulfill the sales order immediately after adding each product. Applicable order and fulfillment forms are accessible in dedicated tabs when drafting a sales order.
Collect approval and payment details up front. Submit orders for approval by the customer, or have your salespeople submit for admin approval to ensure details are correct and pricing is appropriate.

Set and Forget with Subscriptions

Subscriptions make managing recurring revenue easy. Updates include:

Never overcharge or be overcharged. Products are automatically deactivated on end dates set in billing terms, and the associated billing and payment collection is ceased.

Reminder: When enabled, Subscriptions are automatically created for all Sales Orders, providing accurate financial records that can be used to improve sales forecasting, reporting, and more.

Get Paid with Vendasta Payments

Fully integrated with your Partner Center CRM and powered by Stripe, Vendasta Payments facilitates accurate, timely payment collection. Updates include:

Connect your existing Stripe account to Vendasta payments to centralize transactions and financial records.

Webinar - Automate Product Activation, Billing, and Payment Collection: Simplifying Order Management with Vendasta

The administrative side of sales can be frustrating, and many agencies face challenges like missed cancellation dates, unexpected charges, and unclear revenue forecasts.

Discover how Vendasta’s ordering system can transform your agency’s workflow. In this webinar, you'll learn how to:

Create sales orders through Partner Center to streamline the journey from order creation to product activation.
Automate billing with Subscriptions to easily manage recurring revenue.
Automate payment collection with Vendasta Payments to get paid on time, every time.

Watch now

Academy course - Automate Billing and Payments with Vendasta

Learn more in the new Academy course, "Automate Billing and Payments with Vendasta," on how Vendasta's ordering system simplifies and automates everything from sales orders to collecting payments, allowing you to focus on growing your business and delivering exceptional results. This path will guide you step-by-step through automating your billing and payments with Vendasta. You'll learn to create and manage sales orders, leverage subscriptions for stable income, and harness Vendasta Payments for effortless, automatic collection.

Say goodbye to chasing late payments and hello to predictable, recurring revenue!

Start the course

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Other Updates

[Business App: APIs & Integrations] Connect industry-leading apps directly with Business App to sync customer data, automate review requests, centralize communication, and more. Learn more about setting up API key based integrations and SSO based integrations. New integrations include:

Protractor
Service Fusion
RB Control Systems
LightSpeed
FieldEdge

[Business App: Automations] Trigger automation steps, such as notification via email, to run when a task is overdue.
[Business App: CRM] Collect meeting bookings online by embedding a booking form on your website with the code provided in
Business App > CRM > My Meetings > Settings
.
[Business App: CRM] Email meeting requests directly from Contact records in the Business App CRM.
[Business App: CRM] Specify different meeting attributes (General Availability, Availability Increment, Advance Notice and Meeting Buffer) for different Event Types in
Business App > CRM > My Meetings > Settings
.
[Business App: CRM] Address unverified Google Business Profiles quickly and easily. A clear warning banner provides a direct link to the page where the business location can be verified.
[Marketing Services] Help your customers located in the US increase their local visibility and generate high-quality leads by reaching potential customers exactly where they are looking with Marketing Service's Digital Ads: AI AdVantage.
[Platform: Automations] Trigger automation steps, such as notification via email, to run when a task is overdue.
[Platform: CRM] Give users access only to the Companies and Contacts they are assigned to in
Administration > My teams > Edit user > CRM permission
.
[Platform: CRM] Collect meeting bookings online by embedding a booking form on your website with the code provided in
Partner Center > CRM > My Meetings > Settings
.
[Platform: CRM] Email meeting requests directly from Contact records in the Partner Center CRM.
[Platform: CRM] Specify different meeting attributes (General Availability, Availability Increment, Advance Notice and Meeting Buffer) for different Event Types in
Partner Center > CRM > My Meetings > Settings
.
[Platform] Link and access Google Meet and Zoom accounts from Partner Center. Learn more
[Products: Local SEO] Syncing to Top 4 added to Listing Sync Pro.
[Products: Local SEO] View automated changes Google has made to Google Business Profiles in Local SEO's Admin View to maintain control over the information displayed and ensure it aligns with your clients’ preferences.
[Products: MatchCraft] Reduce ad creation time with Responsive Display Ad Suggestions, which suggests images, logos, headlines, and descriptions; everything necessary to build a responsive display ad for use in Google Display campaigns.
[Products: Reputation Management] 8coupons, medicare.gov, American towns removed from listing sources.
[Products: Reputation Management] Help SMBs track the effectiveness of their review and NPS requests with request performance metrics in
Reputation Management > Analytics
, such as number of requests sent, clicks received, and the click-through rate (CTR). Metrics are further broken down by channel, showing separate performance data for Email and SMS.