Feature Ideas

This would need to do a number of things: Give the customer the ability to request changes to a payment plan that was sent via email.Give the customer the ability to submit notes about what they'd like modified or directly edit any approved fields (business owner would need some admin settings to choose which fields a customer can edit - i.e.: No modifying total amount, but yes on modifying downpayment amount and number of payments, within set ranges").Change the status of the payment plan in PayKit to something like "Changes Requested"Send an automated email to the business owner with suggested modifications.Give the business owner the ability to make those changes and send to the customer for approval.

Allow a business to define a custom URL via CNAME so the URL matches their business name.

Payment plans can be tied directly to contracts or proposals, streamlining the process of setting terms, and ensuring payment plans match the signed agreement.

Send out emails to remind the customer (and the business owner) that a credit card on file is going to expire before the end of a payment plan.

Allow the business to define common packages or services as a template they can choose from when creating a new payment plan. Ex: a wedding photographer might have 4 common packages they sell, so they can create a payment plan template for each package.

Build a payment "plan" option where the business can collect a downpayment, then manually trigger the remaining or portions of the balance to be paid after job completion or at key milestones throughout the project.

Track payment status within contact profiles, segment users based on payment history, and trigger follow-up emails based on payment milestones.

Automatically generate payment invoices, sync payment statuses, and track revenue with FreshBooks.

Attach payment plans to contract agreements, require signature approval before activating payment plans.

Connect with other apps for custom automation, like notifying Slack for each new payment or updating a Google Sheet.

Automatically record each transaction as a sales entry, track customer payments, and sync payment status with Xero invoices.

Sync completed payments, track payment plan revenue, and update QuickBooks invoices automatically.

Give the business owner a place in Settings where some T&C language can be saved and inserted into each payment plan that the customer needs to agree or consent to when starting a payment plan.

Add a way for the customer to log in and view their payment plan, update their card details and pay additional payments or pay off their payment plan early.

Add the ability to edit the schedule of an already-active payment plan.