Invoicing

Integrations with Xero in invoices. I look forward to future updates!

Clickfunnels Has 3 options... One time paymentssubscriptionsand payment plans.... For example: Cost of an service is $5,000 They Can make $1250 Over 4 months to pay it off.. FB-I-65

Enable, disable, allow, disallow the payment method per client or per invoice. Example, $500/mo recurring is allowed via any enabled payment method/gateway (Stripe credit card, PayPal Credit, ACH, crypto) but a one-time $15,000 invoice is only allowed to be paid online via ACH. Or even have enable/disable rules at the Subaccount Location level. Examples: if over $1,000 only payment gateway allowed is ACH if over $5,000 display a special message like "can't pay online, send a wire to account 1234" if over $10,000 allow partial payment if customer's billing address country is outside USA, disable ACH

I would love the ability to have fully customized layouts. Think, the new contracts feature, where you upload a PDF then drag and drop your dynamic fields as required. The link below is a similar feature from ServiceM8: https://support.servicem8.com/hc/en-us/articles/200272954-How-to-modify-invoice-or-quote-templates

Ability to edit recurring invoices. A client needs to be billed the same time each month, but they may add or remove services month to month. editing the invoice would be great.

It would be great to be able to add a manual payment via cash or bank transfer without sending an invoice.

The new partial payments feature is fantastic! But, it will go almost unused because it's so unclear that the feature is even possible to the end contact who is paying the invoice. Is there any way that we can let the customer know that they can make a partial payment? This needs to happen BEFORE they press the "Pay $997" button, because that is not the action that they want to take if they are making a partial payment! An idea that comes to mind is having the option of 2 buttons. One that says "Pay $997" (as already exists), And a second that says "Make Partial Payment" And, that second payment button could auto-select the minimum percentage amount that was specified in the settings. Adding the ability to change the text on that second button would be even better. For me, I'd opt for it to say, "Pay Deposit".

Produce a statement showing all transactions relating to the invoice - amount and date

Ability to have custom reminders after x days within the invoice settings without the need for a workflow. Something