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New Goal Events

New Goal Events

New Goal EventsRaichel.ai
Published on: 24/03/2026

The Goal Event action helps you efficiently manage contacts who meet a specific condition. We’ve increased the events this action supports to include when a contact pays an invoice or clicks a review request link. Let's check the changes!

Workflows and AutomationsProduct Payment InvoiceReview Management
Customize Invoice Layouts

Customize Invoice Layouts

Customize Invoice LayoutsRaichel.ai
Published on: 02/10/2025

our invoices are more than just simple payment slips; they serve as a touchpoint with your customers that can leave a lasting impression of your brand. So, we’ve added the option to customize them, helping you create an invoice that builds credibility, reinforces your brand, and makes a stronger impression. Let’s learn how!

Product Payment InvoiceDocuments and Contracts
Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate Actions

Channel Selection in Send Invoice/Estimate ActionsRaichel.ai
Published on: 31/07/2025

The channel you send Invoices or Estimates to your customers is equally as important as the timing of them. So, to make the invoice and estimate sending automation process more efficient, we’ve added a channel selector. Let's check it out!

Workflows and AutomationsProduct Payment InvoiceDocuments and Contracts
Add Processing Charges or Additional Fees to Customer Payments

Add Processing Charges or Additional Fees to Customer Payments

Add Processing Charges or Additional Fees to Customer PaymentsRaichel.ai
Published on: 24/06/2025

There are many fees related to running your business, which can eat away at your revenue and create uncertainty as charges vary. So passing these costs to customers can help you increase cost recovery while building trust in customers by displaying them transparently. Let’s check how to do it with this feature!

Product Payment InvoiceDocuments and Contracts