If you regularly send clients invoices through SalesEdge.io’s 2-in-1 Documents feature, you're going to love this update.

We've significantly improved the speed at which users are redirected from documents to invoices—especially when recurring products are included in the product list. What used to take over a minute now happens in just 10–20 seconds. That’s up to 10x faster!

On top of that, we’ve added a friendly progress indicator that keeps your client informed during the redirection process, offering a smoother and more transparent payment experience.

How to Take Advantage of This Update

• Create a document in SalesEdge.io and add your recurring products as usual.

• Make sure direct payments are enabled in the Payment Settings.

• Send the completed document to your client.

When your client clicks "Finish and Complete Payment," they’ll see a new “Redirecting to Payment…” screen with a short progress bar. Within seconds, they’ll land on the invoice screen—ready to pay without delays.

Why This Matters

• Faster Payments: Your clients get to their invoices quicker, making it easier to complete transactions on the spot.

• Smoother Experience: The new UI ensures everything feels seamless and professional, helping to reduce drop-offs during checkout.

This improvement is all about saving time for you and your clients, while delivering a more polished experience from start to finish.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.