Improved ACH Payments
SBy Sharebrand Team
•October 21, 2025••When a customer pays via ACH they want to get started right away instead of waiting for the payment to clear. We've removed the delay now, and you can see in order details if the invoice has been paid fully.
The two main forms for collecting client information in SPP are Onboarding Forms and Intake Forms.
Onboarding Forms let you collect general info about the client account. While Intake Forms will have project specific questions.
And if the client added an add-on service to their project they'd have 3 different forms to fill and the steps weren't super clear.
Now we've made it so clients can easily see all the required forms, and also update their onboarding info if anything's changed.
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