Invoice Status Change Editing | Voters

Invoice Status Change Editing

complete

Jason Bean - Bnpositive

If other payment integration methods aren’t capable, allow clients (or agency) to mark an invoice as paid and provide payment date and method (Paid via PayPal on mm/dd/yy)

November 5, 2020

Erin Olson

marked this post as

complete

Users can manually mark an invoice as a paid, as well as add notes to track how/when it was paid.

Jason Bean - Bnpositive

Erin Olson: I saw where to mark it paid, but I missed where to add notes for how and when it was paid.

Jason Bean - Bnpositive

I'm not so sure this worked as expected. I could be losing my mind, but I'm almost certain prior to yesterday I had 2-3? invoices showing up as "UNPAID" in the FGS Dashboard.
When I marked them complete, it appears the ones in "UNPAID" disappeared, but the notifications I got made it look like I received payment again through FGS for a recent charge (this month) instead of for the ones that were significantly older sitting in the "UNPAID" column.
I freaked out for a minute because it made it appear like the standard billing process occurred an the client was automatically charged this latest invoice and I definitely don't want that to have happened.
Not sure how we track down everything now in the past tense, but just wanted to report it so Erin Olson (umm, there's 3 of you?!) and her team can be sure and document it and keep doing the magic they do.

Erin Olson

Jason Bean - Bnpositive: Hey! Regarding the notes, this first invoice was overlooked (oops!) and we will be fixing that up this week so you can add notes to ALL "marked as paid" invoices. If you still can't, let me know but it should be resolved by the end of this week at the latest.

And then regarding your newest comment -- are you referring to email notifications? or which ones? Definitely don't want it to make it seem like the card on file was charged. Let me know if it is easier to hop on a call. Here's my calendar if you want to schedule some time! https://calendly.com/erin-olson-2/30min?month=2022-01

Jason Bean - Bnpositive

The new "Mark as Paid" option recently released in FGS is great! Hate to be the stickler though, would be even more amazing if you could add notes to the invoice to give yourself information on how it was paid if there were ever questions as mentioned in my initial request.

Absolutely sincere kudos though and continually developing and releasing more and more features to the product!

Erin Olson

Jason Bean - Bnpositive: Hey Jason! Not a stickler at all. This is great feedback. Notes makes a lot of sense. I don't have a timeframe on this but will add it to our backlog.

Conrad Stel

This would be huge as one client's email servers wont let the email from flywheel through to sign up for monthly payment. They now pay by cheque but would be nice to see all monthly revenue for site maintenance in one dashboard

Erin Olson

Merged in a post:

Manually Clear Payments

Mike Catalano

There should be a way to manually clear a invoice payment that comes via another method like Paypal / Check etc. My options are resend or revoke.

August 6, 2021

Jason Bean - Bnpositive

Yes! Please, please, please.

Erin Olson

Kathy Szczesny

So happy about this! 😃 Too many of my clients don't like to pay online for some reason.

Erin Olson

Update: This has moved to Q2 2021.

Jason Bean - Bnpositive

Erin Olson: So, should be released in the next 6 days? =)

Erin Olson

Jason Bean - Bnpositive: 😅 not quite -- still on the immediate radar though.

We will have some other goodies released next week though for our Growth Suite customers! (Client reports and bulk site information!)

Erin Olson

marked this post as

under review

Will be looking into this in Q1 alongside the ability of other payment options that Stripe allows, such as PayPal and ACH.

Jason Bean - Bnpositive

Erin Olson: A quick update question on this issue. I know we can now mark invoices as paid, but there are some exclusions/exceptions. One of those is that the first invoice to a subscription has to be accepted and paid.
If we have clients that don't want to pay an invoice online through this method, then this basically eliminates them from being able to be managed from a billing standpoint from within FGS. Is there any way to remove this restriction? 
As I'm looking at it, is there any way to remove the restriction of not being able to mark an invoice paid manually until it's fallen into a "Past Due" status as well?

Erin Olson

Jason Bean - Bnpositive: Hey Jason! Yes, our engineers are looking into how we would make this possible. We also are currently designing out what notes would look like for when you mark them as paid. Would you be willing to talk to Ian again (our product designer) on what he currently has designed out?

Jason Bean - Bnpositive

Erin Olson: Of course

Erin Olson

Jason Bean - Bnpositive: Hey Jason -- we have just released our next iteration on this work, allowing users to be able to mark any invoice as paid, regardless of its status (Past Due, Pending, etc). Please let me know if you have additional feedback or questions with this! This should solve your issues mentioned in your prior comment.