What’s New

Spiffy product release notes

July 12, 2023

Payment Plan Management, Expiring Checkouts, Refund Events, Affiliate Resources

Payment Plan Management

  • Edit Payment Plan Terms
  • No Charge Payoff

Edit Payment Plan Terms

You can now fully edit the terms of Payment Plans to change the remaining balance, payment amount, or payment frequency.
Learn more about Editing Payment Plans

No-Charge Payoff for Payment Plans

Payoffs for Payment Plans can now be run without requiring a charge. This will clear any outstanding balance and complete the payment plan. 
Learn more about No-Charge Payoff

Checkout Expiration & Urgency Tag

You can now schedule a Checkout to expire on a specific date/time or you can limit the number of orders. When certain parameters are met, an Urgency Tag will show on the Checkout to help boost conversions.
Learn more about Deactivating/Expiring a Checkout

Receipts: Customer & Order Record Updates

  • Company Name & Tax ID Number on Receipts
  • View & Download Receipts

Add Company Name / TIN to a Customer Record

Tax ID and Company name now show on all receipts if collected. You can also edit existing customer records and add your customer’s Company Name and Tax ID.
Learn more about Managing Customer Records

View Receipts for Orders & Payments

Easily view receipts for orders and individual payments directly from the order record. You can get a direct link to the receipt, or print/download a PDF directly to your computer to send to a customer.
Learn more about Receipts

Affiliate Program Updates

You can now add a link to download affiliate resources and Spiffy Business customers can now show affiliate link performance based on UTM parameters.

Affiliate Resources & Program Description

Add description content to your affiliate programs and also add a link to resources that your affiliates can access in the portal via Google Drive, Dropbox, etc.
Learn more about Adding Affiliate Resources
Learn more about Affiliate Program Setup

For Spiffy Business accounts, affiliates can track link performance and stats based on UTM campaigns. This can be viewed by affiliates in the Affiliate Portal.
Learn more about the Affiliate Portal

New Billing Automation Events

  • Refunded Payment
  • All Purchases (Account-level)

Event: Refunded Payment

Set up specific actions to trigger when a payment is refunded in Spiffy. These events can be set at the account level for all Refunded Payments, all Refunded Payment Plan Payments, or all Refunded Subscription Payments. You can also set up at the subscription level for refunds on a specific subscription plan or group.
Learn more about Billing Automations for Refunded Payments

Event: Purchase (Account-level)

Use this account-level automation to apply generic integration actions for all customers on all orders, like adding all customers to a “Customers” list or adding a “Customers” tag. This can be a great automation shortcut to save you time when creating a new checkout.
Learn more about the account-level Purchase Automation

Sales Reports: New Filters

Several new filters have been added to Sales lists and reports:

  • Orders List
    – New filters: Has Payment Plan, Has Subscription
  • Subscriptions List
    – New filter: Gateway
  • Payment Plans List
    – New filter: Gateway
  • Payments List
    – New filters: Checkout, Is Payment Plan Payment, Is Subscription Payment)
  • Cashflow Projection Report
    – New filter: Checkout

Easier Custom Domain Setup

Setting up a Custom Domain on Spiffy-hosted checkouts is now much easier! You no longer need advanced CloudFlare setup to use a custom domain.

If you are currently using a Custom Domain with CloudFlare, we will contact you to make a couple of changes to your setup. If you have any questions, please reach out to us at

Checkout Editor UX Improvements

We made many minor UX updates in the checkouts editor, the most notable is our Options Layout Selector.

Option Layout Selector in the Editor

The new options layout selector in the checkout editor makes it easily see what a button layout will look like before selecting it.
Learn more about Option Blocks

More releases

January 4, 2024

Flat Rate Affiliate Commission, Track Commission on Finance Fees, & 3D Secure Updates

Affiliate Commission Updates Flat Rate Commission You can now offer a flat dollar amount commission per order by using the Per-Order Commission toggle under Affiliate Program Settings.Learn more Track Affiliate...

December 11, 2023 Integration, Popup Embed Changes, Merge Customers, Automation Logs, & More Webhook Integration Spiffy now fully supports Make webhooks to automate even more tools and workflows for your business.Learn more SpiffyJS Updates for Popup Embeds SpiffyJS no longer converts embedded...

October 25, 2023

SEGMetrics Integration, Google Pay & Link Autofill, Drip Integration, Branding Settings, & More

The fastest way to scale your business is to convert more sales and effectively track ad spend, and that’s exactly what this release is focused on. You now have two...

October 3, 2023

GoHighLevel, Affiliate Updates, Report Filter Changes

New Integration: GoHighLevel Spiffy now has a direct integration with GoHighLevel. Current features include syncing customer info, custom field mapping, as well as checkout and billing automations.Learn more about GoHighLevel...

August 15, 2023

New Navigation Menu, ConvertKit, TikTok Pixel, Affiliate Link Updates, & More

New In-App Navigation Spiffy has a new look! Our updated navigation menu makes finding what you need fast, simple and intuitive.View your updated dashboard New Checkout Editor Features Spiffy’s new...

See all releases