Product Improvements: Client Billing
6 results found
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Updating Service Plan Rates and Managing Existing Plans/Services
It would be extremely helpful for agencies with multiple clients to be able to:
- Update the rates in existing plans
- Delete previously created plans (in addition to archiving)
- Delete previously created services (in addition to archiving)
At the moment, the only way to change a plan’s rate is to archive the plan and create a new one with the updated pricing, which is confusing and very time-consuming. The same applies to Services. There’s currently no way to delete a service once it’s been created.
1 vote -
Increase Character Limits for Service and Plan Names
The current character limits (40 characters for Service names and 20 characters for Plan names) are very restrictive. When creating services or plans for our clients who request more descriptive or specific titles, we often can’t use the full, client-approved names due to these limitations.
Increasing these limits would make it much easier to create clear, client-friendly naming without workarounds or abbreviations.
2 votes -
Enable automatic payment with Paypal
Activate direct debit via PayPal for payments
16 votes -
Add More Payment connections
Add Square integration option to client billing.
4 votes -
Automatically transition from free trial to active account once credit card is added.
My client added their credit card a few hours before the free trial expired. That should be enough to just keep the server running. I believe they then got a mail saying "Congrats. Account activated" or words to that effect, so they assumed it was all ok. However, it seems they needed to also click further confirmations on the dashboard. By the time, they realised this - only an hour after the expiry - the server had to be "recovered". This actually means a brand new server needed to be setup with a different IP address, etc. As the developer,…
1 vote -
Send out Invoices before attempting to pull payment
When invoices are issued, it would be nice to have them emailed before a charge is attempted. I found the estimated prices inaccurate, and I had issues with my accounting system paying for something when an invoice wasn't issued yet.
If email is not an option, notify the customer when the invoice is posted rather than requiring the customer to check at least once a day until the invoice shows up.
1 vote
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