Allow A Customers PayID To Automatically Pay Off Invoices
Can we get unique PayIDs for each customer that auto-reconcile against open invoices? When a customer pays into their PayID, it should automatically mark their invoice as paid (like BPAY). It also needs to handle oncharged fees so invoices actually hit a $0 balance without manual tweaks.
Templates Improvement
I really like the templates because they make my service look exceptional. Following a conversation, I can send a professional page that clearly explains all the benefits and important details. However, one thing I find difficult is the payment-date setting. It can be quite confusing to understand and select the correct dates. It would be helpful to have an option that automatically schedules the first payment for a set number of days after the template is sent, for example, 3,5, or 7 days later. This would allow me to send templates quickly and easily without having to manually adjust the payment dates each time, and the client would have up to a certain number of days to pay with some flexibility.
New direct debit templates
Hi, There is currently no option to change the display order of templates. For example, if I want to show the highest-priced option first for price anchoring purposes, the only way to do this is to delete and recreate each template in the desired order. Additionally, if text entered in the "Customer Benefit" section is too long, it extends beyond the visible area and wraps into a second section when displayed within the template. Once this occurs, there is no way to remove or edit that benefit because the delete ("X") button is pushed off-screen. The only workaround is to recreate the entire template from scratch. Both of these limitations make managing and updating templates unnecessarily time-consuming.
Future-Date Suspensions & Cancellations
It would be AMAZING if I could set a date in the future for a client’s cancellations, as they need to give me 21 days’ notice. Same with future-dating suspensions & resumptions I.E. a client informing us of a holiday or needing to go overseas temporarily. Thank you
Restricted User Access
To have the ability to separate the create and edit direct debit flags within a user profile permission for a restricted user.
International / Australian debit reports
ability to run reports to separate international payments from Australian payments received for the purpose of GST reporting
Terms & Conditions
It would be really good if somewhere close to the section where the client signs, there is a link to a PDF, where we as merchants can upload a copy of our T&C’s, and a message saying that by signing below, the client accepts the merchant T&C’s as well.
Be able to have different installment amounts for DD
If I want to do a promo for 50% off the first installment, I want to be able to set different amounts
Fingerprint/facial recognition ID for login and payment verification
Hi. This is one topic I brought up with the ladies at your Business Show at the ICC in Sydney Wednesday afternoon. Are there any plans for facial recognition and/or fingerprint identification at point of sale? It would make the process more efficient and arguably more secure if done correctly Regards, Jeremy
Multiple email addresses / phone numbers on each customer
In the customer setup form below there is only one “email” and one “Mobile” field. I would like to send Direct Debit and Payment requests to multiple email addresses / and/or mobile numbers for some customers. This will increase the rate of acceptance of requests. In our case, we charge music tuition fees. Often parents will list both parents emails/mobiles for invoices. In other applications, multiple email addresses be sent with a semi-colon between email addresses.
Payment Note
I would love if you could add notes directly to a payment. For example, if I cancel a payment request - I would like the ability to add a note for why that payment is being cancelled (client paid straight into my account, BPAY payment, cancelled session, etc.) This would help me keep track of the data for paid, unpaid, and cancelled data. I know there is a space for ‘notes’ on each individual customer - but when I am looking at the history of all payment requests - this is where I would be looking for this information - notes under customer would be more relevant to information about them. Hope this make sense :)
Payment Link
Is there a possibility to get a link created that when clicked sends the client to a one-off payment. Example: I have a website selling ebooks. Consumer clicks on ebook link and that takes them to a payment link. Once payment is done, I send ebook.
Payment due dates
I would like to send a payment link to a customer which has a payment due date in the future
One off Payment from Bank Account
We have a number of clients who prefer to pay via bank account or elderly clients that do not hold a credit card. They generally pay a singe annual amount so the ability to have PayAdvantage to one off debit a bank account would be very beneficial for our business.
Multi-Currency Payments
Add the ability for customers to pay for services in other currencies such as USD or NZD. This will allow direct debits and payment requests to allow the customer to select which currency they want to pay with when using a credit card.
Ability to test new features
I want to easily switch to a test account where I can create fake payments and see what it is like using Pay Advantage. There are some new features that I would like to use, but I don’t want to send to my customers before I understand what the process will be like.
Create invoices
I do not need Xero. I would like to create invoices using the Pay Advantage app that I can send to my customers. I would like to be able to add notes to the invoice and a payment request link that ensures the invoice is tracked and the invoice is marked as paid. The invoice will need to have line items so I can list the items sold with their tax component.
Single BPAY Number
I would like to be able to have a unique BPAY code where you are only able to enter the correct amount for a BPAY payment. If the wrong amount was entered it would reject the BPAY payment until it was the correct amount.