Feature Requests

PLEASE STOP! It is So dangerous to have other client info saved as the default. Allow us to use merge tags (aka variables or placeholders). For example: Hello {client name} Here is your progress payment request for {proposal_number}. etc.....! I can't tell you how many times I've accidentally sent bad / reused info here because it was saved. Any client info should be a variable tag and ONLY from the proposal or client you are working with.

It would be great to see the balance on the main proposal tab.

If job is set to completed, either automatically create payment request for all remaining balance (original proposal and change orders) or at least an email to the proposal owner that it might be time to create final payment request. I certainly can see a situation where you wouldn't want to automatically send request to client so maybe just to us as a reminder.

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

Instead of updating the payment request to match the amount paid by the client, show the balance outstanding. As it stands, it's like the full amount was never requested and shows as current rather than an overdue balance.

Quickbooks will soon be adding Affirm payment plan option to their payments functionality. Please also add this as an option in Portal.

Ability to split payment up into X payments of Y Months. For instance if we sell a customer $1000 Equipment and 12 Months of $10.00 per month service, if we could have a payment schedule of 50% down, and Balance split in to 12 payments

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