Allow Clients to Pay Full Remaining Balance on a Payment Plan
Jennifer Robinson
Right now, clients can’t pay off their entire payment plan unless all future invoices are manually generated and sent. This adds friction and makes it harder for clients who simply want to pay in full.
Please add an option to:
- Generate one invoice for the total remaining balance of the payment plan
- Or give clients a “Pay Remaining Balance” button in the client portal
This would save time, reduce confusion, and improve the overall client experience. Thanks!
TaKenya Hampton
They pay remaining balance option would be nice. My last CRM gave a option to make payment or pay in full. And they could even make future payments early as well