Estimates and Proposals need to show one-off and recurring payments
complete
J
JP Hogbin
Estimates and proposals do not support one-time and recurring payments.
Currently:
- You can't have separate price lists for one-time and recurring payments (adding 2 price lists results in one overwriting the other).
- Amounts will only show as $xx, not $xx/month
- Do not have separate totals for one-time and recurring.
This shows the current issues when trying to add one-time and recurring payments https://share.descript.com/view/aCPZv626yxE
This makes estimates and proposals unusable in scenarios involving setup (one-time) and recurring payments, so enhancements are needed to address points 1-3 above.
Log In
S
Sales & Marketing
complete
N
Nowsay LLC
Definitely would be nice to be able to charge a larger deposit to start a project and then have a different amount for recurring payments monthly after that.
S
Sales & Marketing
in progress
G
Garret Grant
Sales & Marketing Looking forward to this! Thanks for all the hard work!
G
Grace De Bruin
Sales & MarketingAny update on this? WIll you be able to have both payment plan and pay in full options listed on the proposal for the customer to choose from, and turn on auto-invoicing based on what they choose?
O
Oswaldo Aviles
How does this work? Still being unable to shoy one-time and recurring payments.
S
Sales & Marketing
planned
O
Omar Ghoneim
Is there any actual solution to this, please?
S
Sales & Marketing
complete
J
JP Hogbin
Sales & Marketing just tested adding two product lists into one document. Setting for one-time or recurring is for the entire document - still cannot have a mix of one-time and recurring products.
Also, amounts will only show as $xx, not $xx/month.
You are also required to set a date for recurring payments - at the time of sending a proposal/estimate you often won't know this.
Josh Collins
This is a HUGE missed expectation for me. Annual contracts are expected in my niche which led me to build the ability for documents/contracts to trigger invoices and therefore automate payment and so I thought, subscriptions.
I'll have to pivot now.