Make Payments Effortless and On Time with Autopay (Agvance, AgVantage, AGRIS, and Tronia)
Help customers pay their invoices on time, every time, with the latest Autopay update. From the Team Hub or Customer Portal, invoices can be set up with Autopay alongside balances and statements. Whether customers set it up themselves or with your guidance, Autopay puts them in control and reduces missed payments.
Want to know who’s enrolled? Use the Autopay tag to filter and sort clients at a glance, helping your team stay organized and proactive. Check out the Help Center article for everything you need to know.
Goal Reminders that Work for You
Now you can schedule automatic reminders for BI Goals - weekly or monthly. The notification for weekly will default to Monday. The monthly notification will be sent on the first business day. Contact our partner enablement team if you would like to adjust the day that these notifications send.
Each reminder email includes a direct link to view active goals, making it easier to keep your team aligned and focused. It’s a simple way to keep momentum going without adding extra check-ins to your to-do list.
Admin-Powered Budget Billing Payments (Agris, Agvance and AgVantage)
Admins can now make budget billing payments on behalf of customers. This update resolves issues with incorrect posting and gives your team the tools to assist customers or fix failed payments on the fly, keeping accounts up to date without relying on platform usage alone. Just navigate to the Client Profile > Balances > and click ”pay now” from the budget billing block.
AgQuest Financing Now Visible in the Customer Portal
Growers with AgQuest financing can now view read-only balances right in the Customer Portal, with easy access to apply for new financing or be redirected to make payments on their loans through AgQuest. This streamlines conversations during planning or peak seasons and supports livestock and operating loans with less back-and-forth.
Everything Else:
- Comments are added on invoices when they are exported into an Excel file.
- Agris - All Grain sales contracts are now available in the portal
- Agris & Oakland - Grain Contracts can be loaded in using the PDF Uploader for select Contract Types
- CRM+ - Associate roles on Team Hub can now be assigned opportunities