Payment Request/ Pending Payment Tag
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Matt NaSal
It is very difficult to tell if you've sent a payment request, as this is an entirely manual process. It would be helpful if there was a tag, much like the [PAID] tag, that would appear next to any invoices which a payment request has been made. I have had cases in which a customer has asked me how to pay, and only then did we realize that we hadn't sent the payment request. There's a lack of visibility around this.
Ryan McSherry
marked this post as
complete
The quote/invoice history section includes payment requests that are sent.
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Christina Soundh
Highly Agree on this. It would be huge to have this as an option.
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Chris Berena
Matt NaSal a quick fix we have put in place is to create an invoice status that can be changed and then when payment is made there is a status change associated with that to pull it out of the "payment request sent" status