The UPdate: Taxes, Refunds, Agencies, Any Hire, Freelancer & Contracts, Test: Show client information to freelancers in interview rooms

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Hello Team! 

 The Update on Launches/KB Updates! 

Happy Friday!  CS announcement emails now have a new look! We also created a feedback survey and would like to get your thoughts on this new change!

KB Updates:

• Taxes

• Refunds

• Agencies

• Any Hire

• Freelancer & Contracts

Launches:

• Test: Show client information to freelancers in interview rooms

More Details Below:

**Taxes	Added info under EU VAT: Countries eligible for Europe VAT taxation CS handling VAT compliance flow
** Agencies Launch date:	Added Drop down with the details to the following launch: Agency Plus Upgrade - Push Launch What’s Changing:  👉 Agency Basic With this launch, users can continue to work on existing contracts without interruption. To unlock additional features such as: Using Connects Bidding on jobs Accepting invites Accepting direct hire offers Being searchable by clients in the UFS or MFS Users will need to upgrade to Agency Plus. 👉 Agency Plus (Paid Account) The Agency Plus price is changing from $20/month to $19.99/month. Two new perks are being added: Boosted Profile Upwork Chat Pro All other features will still be available: Buy connects Add teammates Customized url
**Refunds	To match the updated process for unresponsive FLs/CLs handling, we updated our process for customers requesting for cancellation of refunds. Freelancer Requesting to Cancel Refund Sent to Client - Encourage the freelancer to contact the client to request the client to issue a bonus. If the client reaches out to us, we’ll instruct the client to contact the freelancer for clarification, and then advise them to issue a bonus if they still want to proceed.
**Any Hire Launch date:	Added Internal & Client FAQ: :red_circle: The Internal FAQ section contains content NOT approved for external use. These responses are only for use internally. :red_circle: The Client FAQ sections contain responses approved for external use with customers and prospects Examples: Internal FAQ Why are we referring Any Hire payroll leads to GreenLight.ai? Referring Upwork Payroll leads to GreenLight.ai helps optimize lead conversion, streamline our procedures, and reduce the manual effort involved in our current Upwork Payroll processes. This allows us to focus on other core services while ensuring clients receive high-quality EOR support. Client FAQ What information will Any Hire send to GreenLight.ai? If you choose to proceed with requesting a quote from GreenLight.ai, we will send only the information you have submitted for the offer created in Any Hire. Your information will be processed according to Upwork’s Privacy Policy and GreenLight.ai’s Privacy Policy. GreenLight.ai may need additional information from you to proceed with the engagement and will communicate with you directly.
**Freelancers & Contracts Launch date:	The following has been added under:  Instant Connection Fee CS Handling Process for Freelancers Requesting a Refund (BYO Only) 👉 Freelancer indicates that they've been charged a connection fee for BYO client Review the associated client account for a CSS note confirming the BYO relationship [ACTION] Remove Service Fee and change relationship value to 0% per Bring Your Own Client campaign [DEPARTMENT] CS - Special Projects [REASON] BYOC redemption Top Rated | Rising Talent If CSS Note is present, proceed with the refund request If CSS Note is not present, advise that the exemption only applies when we have validated BYO

Test: Show client information to freelancers in interview rooms

This is an iteration of the original test announced here.

Launch date: July 19, 2024

This time we’ll show client information in message rooms attached to a job post instead of DM rooms.

There will be a very tiny update to the entry point for showing client information from the right rail of the messaging room.

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