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  1. 4

    Payment Link in Email

    Note on link says only PayPal, but Clientexec is fixing that. Not available for Stripe, which is where I need it. I'm pretty sure Stripe has ability to make payment links. Hopefully this gets added at some point.
  2. 4

    Payment Link in Email

    Note: This currently only works for PayPal. PayPal also balks if they try to use a PayPal account with different email. I got so many support calls, where the link did not work that I quit using it. This would help a LOT with actually getting paid. Clients hate logging in to yet another system...
  3. 4

    Preview of credit card invoices

    or, at the very least, a report where you could go and see what's about to be processed
  4. 4

    Toggle credit card invoice for manual invoices

    Yes, a manual payment option when creating invoices would be great. I end up changing the client payment method to Check (Offline) until the invoice is paid, then they have to re-enter their CC info to get back on auto payment.
  5. 4

    ACH Payment Processors

    Yes, ACH methods BADLY needed to reduce fees!!!
  6. 4

    store last 4 digits of credit card number with payment profile

    store last 4 digits of credit card number with payment profile, then add ability to add it to messaging related to payments. i have clients that receive receipt and then call me to ask what card it went through, or failure and what card was tried. i have no way of telling them and it would be...
  7. 4

    Generate Recurring Invoice Manually

    this IS much better but we need it on the recurring charges screen so that we can also have the option for recurring charges that are not a package.
  8. 4

    Planned loginless invoice payments

    this would really help a LOT!!! currently i have a PayPal Pay Now button in the footer of my clientexec. it allows clients to enter invoice number and amount and pay without logging in. 90% of my customers that do not autopay use this to pay, and then i have to post those payments manually...
  9. 4

    Planned Two Factor Authentication for Client's ID

    SMS is hackable, and messages get delayed. It's really not worth the effort and extra cost, being only marginally better, with lots of added friction. 2FA code via email is almost as good but also not really worth the effort. Google Authenticator implementation allows password apps like...
  10. 4

    venmo payment processor

    any plans to add venmo? many of our clients would love to use it to pay us. i’ve used it outside of clientexec for the few that insist on it.
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