Request Payment needs partial Payment and tap to pay
E
Ed Del Portillo
Partial payment should be in the Request payment text to pay on mobile. Many times i have to revert back to square because of partial payment is not on Request payment. example: I'm at a client for an estimate, they want to book the job and pay their deposit. I click on their name and create a payment link for only the deposit amount so i have to write that this is only the deposit. Would be nice if the partial payment option came up. Also the tap to pay option would be amazing. I want to replace all my manual hand written invoice for my field people.
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Sales & Marketing
Merged in a post:
Admins need the ability to accept a partial payment on an invoice, use back dated dates etcnt on a scheduled payment.
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Jenni Wallace
I have a client that has an invoice for over $20K, I set them up on 4 installment payments, with different amounts due each time. He has paid 2 of the 4 installments. The installments are coming in later than the scheduled date. The check he mailed me (yes, we have high end clients that still mail us checks), is for payment #3 but the dollar amount on the check is for payment #4. I can not accept the payment in the system no matter what I do. I did change the setting that says a customer can even pay less than the amount due, but it doesn't allow me to edit the payment field. Here are all the ways I've tried and failed:-(
- Edit the invoice so that the amount due on payment 3 matches the check received. Can't save the invoice since the due date of the payment is past due. Won't allow a "back dated" date. This is an issue in so many cases by itself. An admin needs the ability to back date dates. See screen shot
- I changed the settings so that the customer can make a partial payment. It still won't let me edit the amount of payment #3. See screen shot
- I tried to accept payment #4 instead and it won't let me take a payment out of order.
- I tried to find a way to just accept a payment on account, not possible.
- If I accept the payment in QB it won't sync back to GHL to show a credit on the account. Invoice will forever be wrong.
The only option I can find is to update the payment dates to be "current dates" but then I lose the information about how past due this account is. I really don't want to do that.
The system is built without the admin having the ability to apply real world conditions to the invoice payment process. I could do this no problem in Shopify or in Quickbooks (POS or Desktop).
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Sales & Marketing
Merged in a post:
Add Manual Override to Mark Failed Subscription Payments as Paid
H
Huss Kelaby
At present, GHL does not offer a native feature to manually mark a failed subscription payment as paid. This has caused significant issues in our workflow, particularly when a customer settles their payment via an alternative method outside the platform.
For example, this month we had a customer experiencing issues with their bank and requested to pay via direct deposit while resolving the problem. Although the payment was received and the matter settled, the system still shows the subscription status as “Failed” and continues attempting to charge the customer creating confusion and damaging our professional image.
Suggested Solution:
Introduce a manual override feature in the Billing > Payments > Subscriptions section to allow users to mark failed subscription payments as “Paid (manual).” Once marked, it should cancel any further automated retry attempts for that billing period.
Why This Matters:
Reflects accurate payment status, even when alternative payment methods are used.
Prevents duplicate charge attempts that confuse or upset clients.
Helps businesses maintain professionalism and clarity in billing.
Aligns with how manual overrides are allowed for one-time invoices.
This feature would greatly benefit agencies handling payments through varied channels and help prevent misunderstandings with clients. We strongly encourage adding this to an upcoming release.
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Shanna Raper
What a headache! I hope the Q1 update to customizing invoices addresses this. Admins should not have their hands tied like this. I've hit so many roadblocks with the payments module. We're having to manually create invoices until we can customize line items with automations. But we still can't control what time of day the reminder notifications go out. Midnight. Really? The whole setup is frustrating.
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Jerry Chadavoine
Im currently experiencing this issue as well. This would be a huge upgrade. I'm actually surprised this isn't already included. It's putting more manually work on my team so I may have to remove my subscriptions from GHL to another platform until this is resolved unfortunately
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Kristen Brown
This would be a huge improvement to how it currently works. We have multiple subscriptions where it's totally invisible how frequently and how many times retry attempts will take place (because Stripe also has settings for retries that aren't necessarily the same as in HL and you do not know which one overrides the other), and if you start making manual payments it does not connect in any way to the subscription status. This is a massive gap in automation!