Roadmap

Export customers & Invoices

Bulk Invoice Reminder

Manual invoice creation

The manual invoice creation process to include line items and enable requesting invoices within the same flow.

Bulk Import Invoices

Ability to import inovices using CSV files for partners that don't want to integrate

Auto-pay on a specific day

Enable customers to set up auto-pay on a fixed calendar day each month

Table Enhancements

Chargeback UI Enhancements

Display the ACH Originator ID and explanatory tooltips to reduce unrecognized transaction disputes.

One-Off Email Email Notifications

Send personalized one-off emails to selected customers for onboarding, updates, and special occasions.

Credit Management

Allow customers to hold and utilize credits with partners

3rd Party API Integration

This project focuses on making our API available inside 3rd party automation tools like Rewst, Zapier, and Make as a pre-built connector

Checkout SDK

External Payment Sync

Guest Checkout for API and Payment Link

Accounts Payable

This initiative focuses on automating and streamlining the entire bill-to-payment workflow, reducing manual effort, increasing visibility, and improving cash flow management. Is designed to optimize the management of a company's outstanding liabilities to vendors

Select Audience for Email Notifications

Allow users to customize the recipients of emails based on predefined tags or customer selection. This ensures targeted communication, improving the likelihood of timely payments and reducing outstanding invoices.

Autopay Indicator on emails

The Autopay Status Indicator for Invoice Emails enhances customer communication by clearly displaying an autopay icon in invoice notifications. This visual cue reassures customers that their payment will be processed automatically, reducing confusion and unnecessary support inquiries.

Bulk Invoice Payment from Customer Portal

The Bulk Invoice Payments feature will streamline the payment process by allowing customers to pay multiple invoices in a single transaction. Key features include multi-invoice selection and consolidated payment summaries, making invoice management faster and more convenient.

Quoting API

Impersonate access to customer portal

We'd like to be able to impersonate access to our customers portal.

Hosted Checkout API

Exposing endpoints for seamless payment processing, transaction management, and MSP integrations

Attach Invoice PDFs to invoice reminders / Payouts

We’re making it easier for customers to access their invoices and pay on time. Currently, our automated reminder emails include invoice details in the email body, requiring customers to download the PDF separately. To streamline this process, we’re enhancing these emails by attaching the invoice PDF directly. This means quicker access, less hassle, and a smoother payment experience—helping customers stay on top of their invoices effortlessly.

Refund Management

Refund management will allow partners to issue refunds directly to customers for scenarios such as overpayments, incorrect transactions, or other payment adjustments by allowing both full and partial refunds through an automated, self-service process in the partner dashboard.

No Passing Fees for Debit Card

To enhance customer experience and encourage cost-effective payment methods, we’re introducing a fee exemption for debit card transactions. Customers paying with a debit card will no longer incur additional fees, making payments more affordable and transparent. This update simplifies the process and provides a fairer payment experience for all.

Sync ConnectWise to Quickbooks

Partners spend too much time manually syncing vendor details, invoices, and payments between ConnectWise and QuickBooks. This process is prone to errors and delays, affecting their financial accuracy and efficiency. We are creating an automated solution that seamlessly syncs this data between these two platforms, reducing manual work and ensuring our financial records are always up to date.