Currently the Create Job form action allows a job type template to be created.
However, further enhancements could be made to select to use the JTTs existing invoice template, create a custom template (using placeholders to help build details) but also allow a linked payment reference when using a card payment for clients who wish to pre-purchase a service.
Current process for one of our clients is that they have a detailed job order form and allow clients to pay for the service up front - however, the job creates with the job type templates invoice only, then new forms are reviewed, married against the stipe payment gateway and payments are then manually added matching the payments that were made - Pay Now automates mapping payments, but the card system in the form does not map payment records against a CRM element, created CRM element nor job. This client does not integrate with any accounting software and form integrations for creating invoices do not have a means to process payments from a form either.
This would be phenomenal to have and help save a lot of manual work.
Raised for Cetin Must | Happy Bins.
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In Review
π‘ Feature Request
Forms
9 months ago

Thomas Hampton
Get notified by email when there are changes.
In Review
π‘ Feature Request
Forms
9 months ago

Thomas Hampton
Get notified by email when there are changes.