Customer portal payments and additional search improvements
Release Notes
- All clients on Sera's platform will be able to offer their customers the ability to pay invoices with balances due via the customer portal. This is available for both GPI and SeraPayments (Stax). Features included are:
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- Links to pay balance on any invoices with a balance due on the appointment menu and on the All Invoices page.
- Ability for customers to save / overwrite a payment method
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- When saving a payment method, customers are told that that method will be used for recurring billing and/or future payments they wish to make.
- When overwriting a payment method, customers are told that they are about to overwrite a previously saved payment method
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- Ability for customers to do partial payments of their invoice
- Ability for customers to do full payments of their invoice
- Support for paying via a Method on File, CC, or ACH
- Customers are given a confirmation number at the end of their transaction to assist clients in troubleshooting any discrepancies between payment and receipt of funds via the client payment processor.
Note: Customers can not initiate a refund/reversal. This can only be performed by an admin. Customers are still restricted to one payment method on file at a time.
Datatables
Datatable / Search parity was applied to the following areas of the admin portal:
- Customer Equipment
- Members List
- Incoming Calls
- Technicians
- Permits
- Commissions
- Equipment
- Balance Due
Bugs Fixes
- Fixed a bug where credit memos were being generated with the incorrect invoice total if a line item was deleted from one of the linked quotes.