Hi. Is it possible to have the files that I set up show up in the client area instead of having the clients have to go to Services or Support – Downloads?
I would like the files to be available as soon as they log in.
Thanks,
Jim
Hello. Can you please tell me if the following is possible?
1) Add files to a client automatically (for example, when a client orders a new service, the Contract (pdf) is already in his user control panel.
2) If the above is not doable, can I set up an automatic email to fire off with attachment(s) based on the product purchased?
Thank you in advance.
Jim
Hi. Can you please tell me how I can set up a product that has a set up fee and a recurring monthly fee?
For example, I tried to set up a 2497 set up fee, and 97/mo. but it wants to bill the first payment for
2497+97 ($2594).
I can't quite figure out how to have charge $2497 up front, then $97/mo recurring for the next payments.
Thanks,
Jim