Manually Charge Subscription Payment
in progress
B
Ben Eckenroed
We need a way to manually apply or manually charge a subscription payment. We have customers who's first payment will fail and they'll notify us they fixed the issue and would like to resume our service. However, we must wait for the subscription to move out of "overdue" status on the next rebill date.
Furthermore, we sometimes get our customers asking if we could charge their payment a few days early for various reasons and currently we must tell them we do not have that abuility.
It would be useful if each subscription had a "manually bill" button that would allow us to bill the payment on file immediately and have it applied towards the subscription. This would allow us to resolve overdue subscriptions or pre-bill the subscription.
I know there is the option to configure invoices to be created for each failed payment, but this results in many invoices for the same subscription period of the re-try options are turned on. Perhaps we can improve that area as well to only use a single invoice and to retry application of payment ot that invoice instead of creating new invoices each time a rebill attempt fails in the same period?
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S
Sales & Marketing
Merged in a post:
Allow payment on subscriptions if invoice missed
M
Mark Hoffman
currently, if a subscription payment is missed there is nothing you can do to fix that. you have to send a completely separate invoice to handle the separate subscription payment. absolute broken mess to not allow people to pay a subscription invoice if it had an issue.
S
Sales & Marketing
Merged in a post:
Marking Transaction as Paid Manually
E
Etienne Marais
Currently there is no way to mark a Transaction as Paid when a transaction has succeeded but somehow the payment verification failed to update Highlevel of the success. A simple button in the UI would greatly help solve the issue.
As there are no support through the API currently or through webhooks to poll for delayed transaction statuses. A simple UI update would help take away the Agency manual overhead and have data reflecting correctly throughout the system.
S
Sales & Marketing
marked this post as
in progress
C
Cheryl Condon
when you say "missed" do you mean unpaid due to insufficient funds, do not honor etc? if so then an invoice SHOULD be sent out to the customer and when THAT is paid it reflects on the subscription and the date moves forward accordingly..