Feature Requests

Would love to have a way to set automatic reminds to go out if a payment hasn't been received 3 days after the due date. Also would love for clients to be able to set up autopay.

When an invoice is populated it would make it easier to account for checks that are sent by looking up the invoice #

contract templates in a place where you can delete and edit

Can you please make it easier to find templates that are created?

I would like to be able to pull a report that shows each payment with client name, date and what the client paid for each payment and what was deposited in my account for each payment. So we can track the difference between the original client payment and what is taken as the processing fee.

I want to be able to see a preview of what my invoice and receipts will look like before I send them.

I want to be able to download all payments made to my account over a specific payment time.

Be able to send reoccurring payments for the same amount, weekly, monthly, quarterly, etc.

I want to be able to create various templates: client communication, payment methods, payment milestone structure, etc. I want to save myself time everywhere where it's possible to avoid duplicative tasks

I want to be able to create multiple business accounts and switch between them without a need to sign on again