Feature Request

Add an integration with Venmo to allow clients to pay their invoice with venmo. I have multiple clients that pay via venmo and I have to manually send them a request and then manually record it in the app. Each step has a delay and it is really easy to get behind and mixed up trying to juggle and record.

Add a “Multi-Apply Payment” modal within the Receive Payment workflow that allows users to apply a single payment across multiple invoices for a selected customer

Description: Enable the ability to turn off auto-pay for a specific customer while keeping their payment method on file.

Description: Currently, CopilotCRM does not provide the option to apply charges to select customers only. The requested feature would allow users to target specific customers for invoicing or automated charges, rather than applying charges universally. Use Case / Benefit: Allows more flexibility in billing and invoicing. Supports businesses that have unique pricing or billing arrangements with certain customers. Reduces manual adjustments and administrative work.

Allow payments to be partially or fully reallocated to other invoices without requiring a refund or deletion. Current Behavior When a payment is applied to the wrong invoice, the only option is to delete and refund the payment entirely or add as a customer credit. Requested Behavior Users should be able to select an existing payment and reallocate part or all of it to a different invoice. This would allow corrections to be made internally without impacting the customer-facing record or triggering a refund. Why This Matters This feature would allow teams to correct mistakes quickly, avoid unnecessary refund processing, and maintain accurate invoice records without disrupting the customer experience.