02-06-2019 03:53 PM
Is there a global setting that forces all payments to be applied to a clients oldest invoice first? Also is there anyway to customize the client zone page so when a customer clicks the "Pay Online" button the payment form is auto filled with their total account balance instead of just that one invoices outstanding balance?
02-07-2019 07:53 AM
1) when no specific invoice is chosen to be paid, the automatic payment assignment to the oldest invoice is the default behavior and it cannot be changed in the system settings.
2) when client clicks to pay online for a specific invoice, it might be odd to show a different amount to pay.
open to discussion, feel free to create a new feature request separately for both 1 and 2
02-13-2019 03:20 PM
1)Is it even possible to make a payment in the Client zone without selecting a specific invoice? What we are trying to avoid is customer's accidentally paying their newer invoice, and not their older invoice resulting in their account being suspended for an older invoice even though they made their payment. Or if they are already suspended, and they don't select the oldest invoice that is causing their suspension they could make a payment without the suspension ending. https://community.ubnt.com/t5/UCRM-Feature-Requests/Limit-clients-to-only-being-able-to-pay-oldest-i...
2)I created a feature request to add a "Pay Total Balance" button below the list of invoices in the Client Zone. https://community.ubnt.com/t5/UCRM-Feature-Requests/Pay-Total-Balance-button-in-Client-Zone/idi-p/26...
02-14-2019 02:36 AM
02-15-2019 09:54 AM
Good to hear this. I'm hoping you will include the ability to select multiple invoices for payment. Right now the customers have to make multiple payments (which incurs multiple swipe fees).