Name of Feature/Request: Ability to Create a Single “Payment Request” for Multiple Invoices
What financial, time savings, or quality of life improvements will occur from this: Make it possible to send customers one payment request that covers multiple invoices. This way, they can make one payment instead of having to pay each invoice separately. | Frequency: During Operations | When there are multiple SO for same customer there needs to be a way to receive a payment for all those SOs from one single payment link/email that has all the related information. This will help the customers to understand the invoices and SO from a single point instead of jumping here and there to make multiple payments. There should be a way to send out a request for a payment that can related to multiple invoices.
Attempted Solutions So Far: create an invoice for the total amount, get the customer to pay that invoice, apply the payment amount to the separate invoices that need to be paid, and then void the total (conglomerate) invoice that was used to get the payment “in house” to be applied to the individual invoices.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I am having a problem with invoicing. I keep running into situations where we will have multiple Estimates that the customer would like to pay the deposit for in this example. To continue with the example; say the customer has four fireplaces in their home and we have 4 estimates because they are different brands and locations in the home and will require different workflow processes. Then in this example, the customer calls in to make a 50% deposit on the four fireplaces, say they are 5k a piece, so they will need to pay $2500 x 4 in this deposit situation. The customer would like to pay the $10k to satisfy the deposits but does not want to make four separate payments. I would like to be able to put these four deposit invoices onto one invoice for the customer to make one payment. However right now the only way to do this, I am aware of, is to create an invoice for the total amount, get the customer to pay that invoice, apply the payment amount to the separate invoices that need to be paid, and then void the total (conglomerate) invoice that was used to get the payment “in house” to be applied to the individual invoices. It would be extremely helpful to be able to send a customer a “conglomerate” invoice that showed them the total amount to pay and the invoices that created this total amount in one easy to send and digest manner. | Previously accomplished: create an invoice for the total amount, get the customer to pay that invoice, apply the payment amount to the separate invoices that need to be paid, and then void the total (conglomerate) invoice that was used to get the payment “in house” to be applied to the individual invoices.
StrivenID: 5692975