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  1. recurring payment customer notification via SMS and Email option on the dashboard

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    53 comments  ·  Taking Payments » Recurring Payments  ·  Admin →
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    Jeannette Kelbaugh supported this idea  · 
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    Jeannette Kelbaugh commented  · 

    Some customers are paying on a payment plan. it would be great if you can keep a running total of their amount owed. Everything mentioned here requires some form of manual or duplicate tracking. The current process is not convenient, causes erroneous overdue notices to occur and doesn't aid in keeping accurate books.

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    Jeannette Kelbaugh commented  · 

    The invoice screen does not allow you to mark an invoice paid or track a balance, if the customer optied to pay cash, check or make partial payments. Your service is marketed to other types of businesses besides retail. As a business owner tracking payments and invoices is vitally important to customer service and having solid bookkeeping. Being unable to use the "take a payment" feature and entering the customer name to mark an outstanding invoice paid is very inconvenient. I'm required to manually track these transactions in another platform.