Key items:
More flexibility when making payments
Customers can now make partial payments against invoices.
How it works:
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After selecting “Make a Payment” from the Invoices page or on an individual invoice, customers now have the ability to make a partial payment against invoices by entering a custom amount Admins who can process payments on behalf of customers can do this as well.
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Limitation: applies to single invoice payments only.
Provide customers with a better picture of their payment history with your business → Agvance partners
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No more rummaging through shoe boxes or scouring credit card statements for farm expenses - going forward, payments that have not been made within the AgVend platform will now be visible in the Customer Portal.
Collect payments in one system
Partners (admins, specifically) can now collect customer payments on any purchase (goods or services) over the counter through the platform (even if those payments aren’t connected to an invoice or a booking).
How it works:
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We’ve added a “Process Payment” button to the Admin > Payments tab in the Sales Hub.
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Note
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This does not flow back to your ERP today
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An invoice is not generated when payment is processed this way
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Contact your Partnership Manager to turn on the ability to process over-the-counter payments.
More clarity for customers on budget billing → Energy business unit, Agvance and AgVantage partners
Customers of Agvance partners can now view invoices available for payment. We’re also removing some logic that displayed a monthly payment amount.
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Agvance partners may want to push comms on this to their budget billing customers - reach out to your Partnership Manager and ParMar lead to get the word out (we’ll have a template ready for you to use)!
For customers of AgVantage partners, we’re removing the monthly payment amount logic, and will just display the amount due going forward.
Other details:
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We’re updating our energy contract experience so it’s easier to follow-up on unsigned energy contracts → Energy business unit, Agvance and AgVantage partners
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On each Energy contract, we’re:
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Changing “Contract Date” to “Created”
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Adding a Created by field
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When a contract is voided due to not being signed in time, we’re adding some explanatory text to the Expired status: “Contract was not signed by <Signature Due by Date>”
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When a contract is voided in the ERP or in the portal, we’ll display “Contract was voided by seller”
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All of these updates improve visibility of contract status and state, highlighting information so it’s easier to visualize, providing a better experience for energy contract follow-up.
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We’re now automatically letting internal teams know via email notification when new resources have been added to the resources folder in Inbox
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We’re adding additional specificity to marketing campaigns, making the metrics easier to gauge → Marketing package
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i.e. adding # of emails sent, # of texts sent, # of app notifications.
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Better filtering for marketing email metrics → Marketing package
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Adding “unopened” as an option to select when drilling into marketing email metrics.
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New option to delete locations from a client profile in the Sales Hub
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Note - if the primary location is deleted, a new primary location will need to be added.
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A more accurate representation of your business for new portal users
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Today when a customer requests portal access, they’ve got the option to choose what business units they’re interested in (Agronomy, Grain, Energy, Feed).
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We want to enable partners to only put forward what business units the partner has available - the selectable options available as customers are signing up for portal access will be updated accordingly.
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Adding an “Account” column to the Energy > Contracts, Deliveries, and History pages
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Happening across Energy as well as the Orders and Quotes pages.
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Better visibility into purchase history
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When opening purchase history, we’re collapsing all products as the default (less scrolling).
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We’re making it easier for customers to pay invoices by adding a new “Pay Invoices” button to the balances page
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Better customer visibility into operation-level records
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Previously, quotes and orders were tied to and visible by user. Going forward, quotes and orders will be visible by account, ensuring better visibility into operation-level records.
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We’re adding additional tax breakout information to invoices for Canadian partners → Tronia partners
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Canadian customers needed to be able to break out more detail on taxes for invoices, so we’re adding additional tax information to invoices for reporting purposes.
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More frequent scale ticket syncing → Grain business unit, Agvance partners
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Going forward, scale tickets will be pulled in for all Agvance customers (not just those with grain contracts), and will be pulled every 15 mins. (Scale tickets were previously pulled in hourly)
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Improvements to how we reflect quote status - learn more about quote statuses
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Easier initial login experience for users who also have a client profile.
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Previously, users were blocked from accepting an invite and logging in if they entered a phone number that was associated with another account (this happens frequently when partner employees are also customers).
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Going forward, a user can enter any phone number or email when accepting a portal invite - if these belong to a user who has not accepted an invite, we remove the phone/email from the user who has not accepted.
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Easier to understand language on declined transactions → Partners using Finix integration
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Previously, when customers were unable to make a payment due to an error message, it was unclear what was actually preventing the transaction from occurring. Going forward, we’re providing more intuitive language that explains what the problem is.
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More (internal) visibility into product pricing
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A lot of our partners want to understand how their salespeople are pricing products relative to the "list price". We’re updating our order model to record the List Price for each Item in the order (if available).
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Easier to search for products when creating orders and adding products to orders
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When creating an order or adding products to an order, we’re increasing the amount of search results that display in the dropdown menu.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.
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