*** On hosted version, using WePay for our card processor ***
I am trying to get all of our customers to login to Invoice Ninja and add their credit cards so when we charge them for the first time on the first of the month, their card will be there.
This has been a difficult task for us for the following reasons:
1- There is no “Add credit card” button that exist if there isn’t already an invoice on the customer’s account. This makes no sense because we auto-bill our customer’s at the time we create their first invoice. How can we create their first invoice and auto-bill them if they have no credit card on file. As a work-around we had to go into each customer’s account and create a draft invoice. This is a hassle and now it seems that some customers are seeing the draft invoice and it shows past due. So, they are now confused and we have to explain why the draft invoice even exist.
2- We can’t see which customers have added their credit card to their account without having to “View in portal” which means we have to lookup their password from our internal database, then copy and paste it into the screen. If the customer couldn’t login to their Invoice Ninja account and used the “reset password” option, we then no longer have their password, can’t login to their portal and can’t see if they added a credit card to their account. The end result is that this is a hassle and we don’t know if the customer is ready to be billed on the first of next month because we don’t know if they have a credit card on file.
Am I missing something here or is this just the way Invoice Ninja works. Loving Invoice Ninja for the most part which is why I’m thinking I’m just missing something here or doing something wrong. These seem like pretty basic needs for any invoice software. I also submitted this from inside my Invoice Ninja account but since I don’t know how long it will take for support to reply I also posted it here to see what everyone here thinks about this.
Thanks in advance for any feedback.