Adding a confirmation modal when recording a payment will help reduce errors if staff think they are charging a client's credit card when in reality, they aren't.
App Type
Provider App
Drop here to upload
3
MERGED
Move "Record Payment" and "Charge Payment Method" buttons away from each other.
Merged
Move "Record Payment" and "Charge Payment Method" buttons away from each other because it can be easy to click the wrong button and not realize you didn't charge the client's card.
Clarissa Gosney
5 months ago
in Billing & Payments
0
Future consideration
5
MERGED
Don't allow staff to record credit card payments
Merged
Allow me to turn off the ability for staff members to record credit card payments because all credit cards should be charged through our integrated payment processor.
