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Intake form guidelines & best practices

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Rules: Customer notification when invoice is updated

Updated invoice notification: If an invoice gets updated (cancelled, or the amount) can we trigger an event. Trigger: internal email, client email.
Stella Rafaelidys about 2 years ago in AR Enhancements 0 Released

Customer & Client Payment failure emails

Notify the customer with Payment Hub rejections or failures (CC or ACH) via email. Notify the client with Payment Hub rejections or failures (CC or ACH) via email.
Stella Rafaelidys about 2 years ago in AR Enhancements 2 Released

Auto-pay

Users: Our client's need to set a customer to auto-pay Our client's need to charge the payment form on file - to manually charge the CC or ACH account on file Our client's customer's desire to auto-pay invoices & eliminate work Requirements: A...
Stella Rafaelidys about 2 years ago in Customer Portal 0 Released

Partner Field: Partner > Client hierarchy

We had a prospect, FastPath, who uses the Partner field (standard field in NetSuite). The goal sounds similar to that of job/project hierarchy. Some customers are at an individual level and then others have a partner structure (10 customers under ...
Stella Rafaelidys about 2 years ago in AR Enhancements 0 Released