Feature Requests

Have some options to display a custom message to the customer. A use case would be dislpaying a message about billing changes, such as no longer accepting checks. Maybe something near the top of the portal or even a popup.

It would be great for customer and merchant to see when a payment method is scheduled to be verified so payment can be processed shortly after.

Send different notifications as the invoices get further past due.

On the Payments section of the Reports page, please add a filter to display only undeposited funds, allowing us to quickly see the total amount currently pending.

Ability for our partner's clients to see the total amount of funds available to them as credits. Allow the clients to pick which invoices they'd like the credit(s) to be applied to.

On the Open Invoices report that is attached to the Customer Notification "Open Invoices", please add open credit memos to the report. Since this represents a monthly statement in the system, it should include all open items.

It seems that each time a customer goes to their settings, they are prompted with a popup to add a credit card. This is annoying for customers, especially those that don't want to load a credit card. There should be an option to disable this.

Letting a customer know they have an open invoice without showing the amount doesn't provide a good customer experience. It would be great (as competing products do this) if it would show a statement with the open invoices, due date, original invoice amount, etc and should be able to be scheduled on a particular date.

The automatic Open Invoice notifications are currently set to recur (customizable) every 30 days. This schedule doesn't make sense; it should be once a month on the 1st or 15th day of the month or something consistent. Every random 30 days from the day it's enabled doesn't track logically with anything.

I have clients who send checks you complain about getting reminders. With the mail being so slow, could there be an option in the reminder to click “I sent a check” and then put in the date it was sent? It would be beneficial in two ways, clients would no longer get a reminder for invoices that they have “paid” and secondly, it would notify me to watch the mail for a check from my client or reach out to them if it wasn’t received in a timely manner.