Feature Requests

It would be great to be able to create payment request emails based on the stage of the project with the ability to save current emails as new templates. Would save a lot of time not needing to write similar messages every time.

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.

Add ability for customer to sue ApplePay on invoices

Would like to be able to attach a PDF to a payment request.

I need to be able to see payments by the date they came in. Not modified date as this can get jumbled too.

Would like to either hide the invoices tab or at make Payment Requests the default view inside Billing

If you can't stop payment requests from landing in spam and suggest we follow up with a text to let them know, why not have the system send that text automatically. Their number is in the system and I believe you can email to text.