Commerce

Previously, voided invoices clearly displayed “Void” in Partner Center. Now, sent invoices must be cancelled using a credit note, which causes them to display “Paid” instead. A cancelled invoice is NOT a paid invoice. This is very misleading and creates unnecessary work. I now have to open invoices and investigate credit notes just to determine whether a client actually paid. What a huge pain! And now I can't trust the Paid status is accurate on the invoices anymore!!! 😭 There's no way to differentiate them at a glance - I will literally have to click into each one to confirm it's actually paid. 🤯 Requested Improvements: Restore the “Void” status or display “Cancelled” for fully credited invoices. Clearly distinguish actual payments from credit notes. Show the correct status in invoice lists and reports. Previously, I could identify a voided invoice at a glance. Now, when I'm on the phone explaining adjusted invoices to a client, I can't even distinguish paid invoices from cancelled ones without opening each invoice to confirm details. I understand the need to maintain accurate accounting records and audit trails. However, a $0 balance does not mean an invoice was paid. An invoice settled through a credit note is fundamentally different from one paid by a client. The status should reflect that distinction, not simply indicate that the balance has been cleared. This is a major step backward in usability and a significant waste of time! Example screenshot with the issue attached for easy understanding. I'm all for improvements, but this feature replacement somehow managed to turn a perfectly simple, functional feature into an administrative nightmare. Please prioritize fixing this or simply restore the Void feature we had before.

To give discounts that automatically calculate 10% off, etc. Also for fees, such as charging for Credit Card processing. There should be a way to automatically include this charge to the client based on their payment method.

Customers submit cancellation requests through a Vendasta link. The request arrives in Intercom without a cancellation reason. The Accounts team then has to contact each customer for a reason, and either direct them to cancel on the partner side or cancel the subscription for them through impersonation. Only 2-3 people handle every request. We'd like a simpler cancellation flow that captures the reason in the request itself and lets the cancellation complete without manual outreach or impersonation. Ideally, the Vendasta cancellation request would link directly to the partner's own cancellation flow.

This idea came from another billing platform. They offer the ability to pass along the credit card fee to the customer instead of the partner having to absorb the cost. It would also incentivize the customer to use the new ACH payment option as that is charged at a lower rate.

There should be an ability to edit invoices after it has been sent to a client, before they have paid, so that if theres any mistakes or if there's anything the client needs to add or remove it can be done without having to void the invoice and recreate a new one. It's super inconvenient to have to void and recreate an invoice to make a small edit.

We would like to be able to send out a notification to our clients a few days before their subscription renewal dates to remind them that their credit cards will be auto-charged for our services. This will create more transparency for them and build trust.

When creating a one-off line item in an invoice, there should be a way to enter a description of the services.

I would like to be able to offer new team members a flat rate payout structure where they just sell and I handle fulfillment and ongoing servicing of the client.

Hi, it would be very useful to have a billing view that allows you to easily see where your earn-down stands. For the moment, you need to do the addition manually which is not convenient. Thank you

Whenever a customer is in a marketplace, they will select a tab for the category of products/services. Then, they may click on a package to see the details. When they go BACK, they have to click on STORE, or they can use the back button on their browser. Either way, this takes them back to the HOME screen. It would be a much better customer experience if it took them back to the category they were just in so they can see other options. It’s an extra step (and annoying) to have to click on the category AGAIN to see other options. Thanks. (I entered this into the wrong Board, so entering it here.)