Feature Requests

Be able to set dates to charge recurring fees directly in Portal.

Can the payment Request Total area have the payment date, method and reference be way more prominent? It's not easy to see it at first glance.

we offer 24/7 tech support, 1 basic for 39$ per month and 100$ for VIP. We want an ability to collect clients credit card info for subscription service as soon as they accept the contract with free 90days included and automatically charges their credit card after 90days. and if they no longer with to subscribe, they need to opt out.

My clients are always confused with payment requests. The email should contain a PDF invoice that they can view/print or send to an assistant to pay.

Exclude an amount from the total, but add it to 1st payment. We have our own area - with 2 options. Cash / Check / Zelle is option 1 Creditcard / Paypal / Venmo is option 2. If they choose option 2 that amount should be added to the 1st payment (be outside of the computation of payments). example $1000 contract, $45 convenience fee, 80% do at job start. so $800 + $45 (not 80% of $1045).

Would like to have the ability to save different payment schedules for different types of jobs or clients. For example; Schedule Option 1: 25%-65%-10% vs Schedule Option 2: 65%-35%

It would be nice if you could record a partial payment by changing the amount received when you record a payment made from somewhere other than Portal.

The ability to add into the contract/ proposal late payment fee for after a duration of time upon completion that adds a % penalty dating back to the completion date and compounds from day 1 after completion, and the wording of that being stated at acceptance of proposal. and of course the ability to override and take off penalty (even after its applied) in case of verbal agreeance after deadline with client.

Need integration with additional merchant service providers like; Venmo Zelle PayPal Apple Pay Google Pay Clover Authorize.net

In order to properly account for the credit card fees, we need to analyze the Payment transaction against the Payout to figure out what is actually the credit card fee. Can you link the transaction with the payout, please?