You have "Payment Terms" as "PayPal", "Stripe", "ACH", etc. Those are payment METHODS, not TERMS. Example of "Payment Terms" are "Monthly installments of $___" or "Half when the file is opened, the balance when the file is closed", or "Three equal installments of $1,000.00 each" or a myriad of other terms to suit the client's needs and limitations. This may seem like a small detail to you, but it's not. It complicates invoicing immensely, an area that, in Bill4Time, is already a nightmare. You need to change that and, in the process, allow payment terms to include installment and other partial payments - WHILE STILL PERMITTING INVOICES AFTER THE FIRST TO BE (1) submitted electronically, and (2) paid online with the client's choice of payment METHODS. That or be more forthright in your marketing, making it clear that the "Send Invoices by e-mail! Your clients can pay online!" carrots are described as they really are - limited and clumsy.
As for customer support, ditch the videos - they present way too much information in too short of time, leaving your customers more or less dazed and confused. Replace them with a screen-sharing set up so your customers can log in, pair with a support person, show that person what the problem is as it appears on the customer's screen and be walked through the solution(s). If there is/are any.
Finally, the ever enduring "Previous Balance: $XXXX.XX
New Time Charges $XXXX.XX
New Costs $ XXX.XX
Less: Payments $XXXX.XX
New Balance Due: $XXXX.XX
would be really great, don't you think? If that can be done in your system, I haven't figured it out yet. I can't escape the "Total Invoice Amount" which, by my reckoning, completely useless and confusing.
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