cameronbrister

Upvoted Auto-pay on a specific day Upvoted Impersonate an individual Upvoted 3rd Party API Integration Commented on Autopay rules Based on invoices, not only customersWe’re on Autotask, and when I look at autopay conditions, I can do it based on contract type (block hours, recurring service, etc) or based on the specific contract, but I cannot do it based on invoice term. I suppose for us, we could just ensure that all autopay charges are adde…Upvoted Autopay rules Based on invoices, not only customers Commented on Having scheduled payments post based on the actual payment dateI agree - the payment should be posted to QBO on the date the payment is scheduled for, not the date that I initiate a “Charge Later” payment in Alternative Payments. In fact, I’d go one step further and suggest that the payment should not be posted in QBO at all until AP actuall…Upvoted Having scheduled payments post based on the actual payment date Upvoted Timezone configuration Upvoted Have the Outstanding Invoice Tab include Overdue Invoices Upvoted Generate Statement Summary on demand.Created Passkey Support Upvoted Hosted Checkout API Upvoted Put links in the Secondary Text section of an email template.Upvoted Include customer name as variable in templates for invoice automations Upvoted Organization name when Requesting Access Created Due on Receipt (Due Today) Invoice Reminder Logic Upvoted Refund Management Upvoted Timezone and UTC Standards Upvoted Display Invoice Date, Not Create Date Upvoted Replace client-side Paid Tab Invoice Count with “Invoice History”Upvoted Balance & Payout Upvoted Control Emails as the Partner Upvoted Autopay Indicator on emails Upvoted Select Audience for Email Notifications Upvoted View details of failed transactions Upvoted Require Clients to Maintain a Valid Payment Method on File Upvoted Search for users in all companies Upvoted Ability to select multiple companies when adding a user Commented on Global notification control to clientsIt would also be nice to have control over the template that’s used for payment confirmation emails!Upvoted Global notification control to clients