Follow the development progress of our entire platform.

Planned

In Development

Shipped

Roadmap

📅 Planned

Export customers & Invoices

Linear

📨 Email & Notifications

Bulk Invoice Reminder

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

🧾 Invoice

Manual invoice creation

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

Bulk Import Invoices

🛠️ In Development

Table Enhancements

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

💳 Payment Processing

Auto-pay on a specific day

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

Chargeback UI Enhancements

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

One-Off Email Email Notifications

Allow customers to hold and utilize credits with partners

Credit Management

⚙️ API

Checkout SDK

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

3rd Party API Integration

API: Core MSP Automation Endpoints

♻️ Sync Tool

External Payment Sync

Attach payment receipt to email and give more information about the payment method

Payment Details on Receipt

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.

🚀 Shipped

Select Audience for Email Notifications

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. <img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01951ebe-cded-76d1-acb5-fc0883b58010.png" data-width="100%" data-align="left">

Autopay Indicator on emails

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.

🚪Customer Portal

Bulk Invoice Payment from Customer Portal

Quoting API

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

Impersonate access to customer portal

spayerle

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

🤷 Misc

Hosted Checkout API

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.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01951b9e-477f-7283-b551-d4521317c920.png" data-width="100%" data-align="center">

Refund Management

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.

No Passing Fees for Debit Card

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.

Attach Invoice PDFs to invoice reminders / Payouts

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.

Alternative Payments

Roadmap