I suggest you ...

Allow upper limit on auto-charging card on file

Allow for an upper limit on what can be auto-charged to credit card on file.

Example: Customer says we can auto-charge their card for their monthly service agreement so long as it is under $1000. To accommodate that, we have to proactively view all the misc charges to make sure it won't exceed that. If it does, we have to either email them prior to it going out and give them an approx cost, or pause the recurring schedule.

This is another situation where having invoices created as drafts would be super helpful (and I'd prefer to see that done first anyways).

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Dan Illausky shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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