Payments - Accept Any Payment Method (i.e. Check, Wire, Cash, etc.)
complete
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Richard Biscoe
Some of my clients are paying by check and there is no way inside the Portal Payment to mark it as paid. This means that I need to either delete the Payment request or have it sit there as "OPENED" but still needing to be paid. This makes it more difficult to reconcile and keep everything clean. Can there be a way to add a field to show that it's been paid by check?
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Ivan Diaz
can I get on this beta
thank you!
Magic AV LLC
I figured this out last week after switch to Stripe took over. Much needed! Thank you. Now, just do recurring billing and Ill be good!
Kirk Chisholm
Magic AV LLC: We're going to do it, just going to dial in the current payments functionality for you beta users first, then release it to everyone, then we'll look at adding more to it, such as recurring.
What do you use recurring payments for primarily? Are you a security dealer (monitoring) or is it for service contracts?
Kirk Chisholm
complete
If you are a beta user for payments you can use this now. We've activated it on all beta accounts. Click the three-dot menu on payment requests on the summary page and you can 'Receive Payment' by any method you like!
Kirk Chisholm
We're getting ready to let some dealers test this. If any of you who are current payments beta testers want to test, please reply.
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Adam Zell
Kirk Chisholm: In. Been needing this badly.
Kirk Chisholm
Adam Zell: Sounds good. Should be released next week.
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Hermin Sanchez
Kirk Chisholm: Can I get on this beta? I'm processing a good number of accepted proposals using a 3rd party and is becoming a headache for me and my CPA...Thank you
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Scarlett Collado
Kirk Chisholm: Can we get on this beta? We have a great number of approved proposals and we are using a third party company and it is so much trouble. I appreciated!
Kirk Chisholm
Scarlett Collado: Sure, I’ll have the payments module activated on your account.
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Scarlett Collado
Kirk Chisholm: Thank you so much!
Hratch Demirjian
Guys! let’s get this rolling I’m getting old by waiting.
Kirk Chisholm
Hratch Demirjian: lol
Kirk Chisholm
We're finishing this up now. A couple more weeks and it will be released for payments beta users.
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Thomas Segner
Kirk Chisholm: Great news!
Kirk Chisholm
Thomas Segner: It is. We're really looking forward to showing this to you.
Hratch Demirjian
Great!
Kirk Chisholm
in progress
Kirk Chisholm
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