Platform

Provide the options to bill the client via ACH on a monthly basis instead of client having to use their credit card. This will lower our fees as an agency not having to pay high credit card processing fees. It is also safer and client can not give us as an agency a credit card chargeback on services rendered.

Say goodbye to the hassle of manual invoice creation and management. With subscriptions-based automated billing, recurring customer invoices are generated seamlessly from orders, saving you precious time and effort. You'll retain full control over when and how your customers are billed with the ability to customize billing schedules and preview invoices before they are sent.

As a Vendasta partner, I want to be able to set pricing on a per client basis. I want a default price per product and package I sell, but I need to be able to adjust that pricing on a per client basis in the event I sell the package for a discount or different price.

Hello again, I don't know if this is already in the works, but the ability to apply a discount percentage to a cart would be great when creating an invoice for a customer. Currently, when I am discounting, I have to do the math myself and then either subtract from each item in the package, or take away a large ammount from one item. Thanks!

Schedule the invoicing cycle and payment terms as desired for each subscription to accommodate details negotiated with clients and your business' financial workflows. Add one or more recipients Set payment terms (Net D) Set payment method Set invoice schedule (renewal date and day of month) Add memo notes

I can't believe there's not an option to get an alert for an overdue unpaid invoice... Only for failed or successful ones. Can you please add that crucial feature?!

When a partner receives payment from their SMB client through Merchant Services, they receive email notification to confirm the payment. It will now include additional details such as when to expect payment, the date and time stamp of when payment was received, the payment method, and the invoice or order id that the payment is for. So that they have all the information to easily understand the transaction.

For Merchant Service partners, the payouts dashboard will capture a detailed breakdown of all the payments and refunds associated with the payout so that you can easily understand your accounting.

Bills from Vendasta detail which products were activated and for which end clients