Feature Request

Would like the ability to choose which types of payments we can accept. I know that Stripe allows us to pass along the charges to customers; however, this is only strictly for credit cards. Some customers have found a way around the fees which are now coming back to the company being charged, which defeats the purpose. For example: the company has to pay the ACH fee (small fee, not worried about this one); however, I have just learned that people are now adding a "Debit" card to their files and I (business owner) is being charged the fees for this (much higher than ACH). Would like to be able to select which types of payments are accepted so that only customers pay fees or I (business owner) have to pay a small (ACH) fee. Thank you so much for your consideration.

Users would like the ability to automatically add a configurable online payment convenience fee to invoices when customers choose to pay online. Currently, Homeworks only passes processing fees through for eligible credit card transactions, and debit card processing fees cannot be passed on due to legal requirements. As an alternative, users would like the option to apply a separate convenience fee that is independent of the card processing fee.

Allow payments to be allocated directly to an Estimate Item/Service, rather than only to an account or invoice. This solves the conundrum of 50% deposits and pre-payments. The payment would remain attached to that Item/Service throughout its lifecycle: Estimate Created → Estimate Accepted → Payment Collected → Job Scheduled → Job Completed → Invoice Generated When the invoice is eventually generated from that Item/Service, the attached payment would automatically transfer to the invoice. Until that invoice exists, the funds should be reserved exclusively for that Item/Service and should not be available to satisfy unrelated invoices on the customer's account. Administrators should also have the ability to modify the allocation before the payment is applied to an invoice. This would allow them to: Remove the payment allocation and convert it back into a general account credit. Reallocate the payment to a different Item/Service if it was initially assigned incorrectly. Adjust allocations as estimates change or customer requests evolve. This ensures the system remains flexible while preserving the intent of customer prepayments. Love Always, Brian Rand

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

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.

Allow Level Billing contracts to be set as indefinite or auto-renewing, instead of being limited to a specific time period.