Hello!
Our team has run into a few roadblocks with billing. We’d love to see these features in a future release:
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Automation to assign form or message upon payment completion - Requires payment by bank to be processed in full prior to beginning the automation, currently taking 5-7 days. CC payment is fairly instantaneous. Possible to make that “payment” is just upon filling in payment information and clicking “purchase” button to prompt automation?
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Billing/Credits - Would like an option for either a negative dollar amount product or a way to add a credit or discount line item to an invoice. (we will need this feature in a few months no matter what so we’re not sure how to work around this).
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Product quantity - Aligned to above, allowing for a product to be at a set rate and allow a multiple quantity (ideally up to 12). (For negative and positive products)
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Reports - Report options for outstanding invoices and upcoming subscriptions being billed.
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Subscriptions page - Add “memo” column view option and “start date” rather than “created date” would be helpful.
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Ability to remove, refund, or cancel an invoice after payment.
Thank you!
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Hi @Wayfinder_Admin! Thanks for reaching out and sharing this feedback! I will share these requests with our Product team. For the first request, there is a way to automate this using our built-in automations. You can send a message or a form when an invoice is paid. ACH payments are not marked as paid until the payment is successful. You can find instructions on how to create this automation here.
Please let me know if you have any questions. I am here to help! 
Also, for your second request, you can add a negative line item for invoices, but not subscriptions!
Do we create a product with a negative dollar amount to achieve this?
Thanks, Veronique! We have the automation running of assign a form when invoice paid, but since the ACH payments can take a week to go through, the form gets assigned a week later and we worry clients will miss it. Is there a way to have the form assigned when the payment info is submitted rather than when it clears? Thanks!
You cannot a create a product with a negative amount. You would have to create a line item as a negative amount, as shown in the image below. However, I will share this request to make a discount as a line item to our product team!
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Hi @Wayfinder_Admin At the moment this is not possible, because the ACH payments stay open until they are successfully processed. I will also share this feedback with the team! Thanks!
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Hi Veronique,
As we work through the customer purchase process mentioned above, we are curious if there are any new developments in expanding upon the e-commerce functionality in the portal, what is on the horizon for new features, and when they are expected to launch. With the roadblock mentioned above about a form not automatically sending until payment clears, we’re working on how we can collect information from clients as they are ordering, and a checkout page with custom fields could be a great way to collect customer info at checkout if that’s in a planned future release. Understanding the timing of this will affect how we build our purchase process.
Appreciate it! Thank you!
Hi @Wayfinder_Admin, Thank you for reaching back out! We are currently working on a Product store feature that allows clients to self-serve checkout and purchase the services they need. We hope to have this out by the end of June. However, in the initial version of this feature, there will be an option to add custom fields to collect information for the customer, besides their name, email, and company, if they do not have an account in your workspace.
Can you please explain a bit more about the information you are trying to collect from your clients? I can see if we can find a suitable solution for you! Please let me know when you can. Thanks!
Thanks so much, that’s very exciting! We will need to collect the same information from all customers buying products whether they are new clients or already have an account. Besides name, email, company we’ll also need to collect business address, mailing address, phone, website, and ask how they’d like their address displayed in their report (in forms we are collecting this using radio buttons). We may need to ask another question at checkout about whether they’d like an add-on service also, which could also be achieved with radio buttons. Other products we sell may require more info from the client, and the forms are great for that, it’s just the automation timing with the payment that is a roadblock for us.
Thanks for the feedback, @Wayfinder_Admin! I’m Sal, currently leading development on all things commerce and billing here. I’m currently hard at work on our Product Store feature.
A checkout page with custom fields is currently not on the roadmap, but we will be updating the Invoice Paid trigger as part of our work on the Product Store. I think we should definitely update that trigger to allow users to specify if they want the trigger to fire the minute the user initiates payment. We’ll be getting started on this trigger work right after we ship Product Store, this quarter.
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This is very helpful, thank you!
Are we able to get the ability to customize the invoice number prefix and have it start at a certain number since we’re already using a system? Also, on the invoice page can there be a way to view the Company associated with the invoice?
Hi @Wes_Hagarman! Thanks for reaching back out! At the moment, you cannot customize invoice numbers, but I will send this request to our product team as a feature request!
Also, for viewing the company associated with the invoice, is this an invoice sent to an individual in the company, and would you like there to be a company column? Please let me know when you can. Thanks!
Thank you, the custom invoice numbers would be really helpful. If they didn’t appear to the customer that would be good but they are a bit ugly (sorry) for the branding we try to do.
And we would like there to be a Company column
HI @Wes_Hagarman Thank you for the clarification. I have sent this feedback to our product team! Thanks!
It would be great if we could somehow see that a client has initiated a payment so if someone has placed an order using a payment link, we’d see somewhere that they’ve placed an order/made a payment and it is “pending” or “processing”, and we’re just waiting for it to clear. It seems we don’t get the notification of a payment until it clears and ACH can be up to 5 business days to clear. We’d like to receive notice so that we can start working on the order before it clears. Thanks!
@Wayfinder_Admin Thank you for reaching back out! A payment’s status that was made via ACH will show as “Processing” in the invoice page. However, I understand the need to receive an email notification letting you know that it is processing. I will send this request to our product team as a feature request. Thank you!
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@Wayfinder_Admin, I hear you. I’ll bring it to the team, but that sounds like something that could likely be slotted in after our Product Store release. Stay tuned!
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