Can't schedule a payment as an admin, and can't see amount of scheduled payment
complete
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David Szpunar
Currently, only customers, or admins logged into view a customer via masquerade, can schedule a payment for a specific date, I can't find a way to schedule a payment for a specific date that the customer has requested otherwise. And once a partial payment is scheduled, it doesn't show the partial payment amount anywhere to an administrator or the customer, in addition to https://flexpoint.canny.io/feature-requests/p/scheduled-payment-emails-should-show-the-amount-scheduled-not-just-the-total where the notification email also doesn't show the payment amount--so it's impossible to look up or confirm the partial payment amount and customers are not notified of the payment being partial in any way after it's scheduled.
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Sam Kushner
updated the status to
complete
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Sam Kushner
Hi David Szpunar ,
Scheduled payments appear on the payment timeline within your admin view and state for how much the payment is for, which is the Open Balance of the invoice at time of which the payment was scheduled.
The Client Portal also notes if a scheduled payment is on an invoice.
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David Szpunar
Sam Kushner thank you for the details; support said this was not possible when I asked, and I couldn't locate it when I attempted to do so. However, that's only half of my request despite being marked complete; I also requested that as an admin we could schedule payments for an invoice, and I don't see any way to do that without impersonating the user (and scheduling multiple payments at once would be ideal from either side).
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David Szpunar
See ticket 17297 if you need a reference.