Online Account & Online Payment Improvements
Everything I am referring to below is located in or should be located in a clients / users "My Profile" dashboard. Where they view tickets, invoices, make payments, etc.
Ability to create a username and password at any time after they lookup their ticket. Or even the ability to register an account when first submitting a ticket. The ability to create multiple usernames and passwords associated with a single account (business accounts), with some basic permissions configurable per account. For example, one user could only be allowed to submit tickets, while another user can also manage payment options / approve work.
The user interface is not exactly ideal when a customer pays an invoice online. At least in my experience using stripe as the backend. I'm assuming you use the same form for all the payment gateways. creditcard.js provides a simple drop-in solution for formatting all major credit card types. Or of course you can develop your own client side formatting, somthing to make it easier on the client entering their card information.
For recurring invoices, they should be a check box to enable auto-billing. Possibly a check box to save credit card to account as well. With the requirement that they need to create a username and password to complete the checkout process (unless they already have one). We do not take credit cards in person very often, and when we do, they are one off events and we use square.
Of course this means the user should be able to disable / update their auto-payment subscriptions at any time, and remove existing credit cards from their account.
Wayne Hartmann
shared this idea
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Ted harvey
commented
I would really like to see auto-payment for recurring invoices. I have several clients who are wanting that.